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Trusts

Medicaid Exception: A Trust Used By Parents With A Disabled Child

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There is an important exception to the typical Medicaid transfer rules (Deficit Reduction Act (“DRA”), 42 U.S.C. 1396p) which allows parents to transfer assets to trust for a disabled child and still qualify for Medicaid immediately. Read here to learn more about this exception and the Medicaid rules generally. This is an often …

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Save Your Personal Injury Award With OBRA Special Needs Trusts In PA

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Save Your Personal Injury Award With OBRA (42 U.S.C. § 1396p(d)(4)) Special Needs Trusts in Pennsylvania (PA) and elsewhere. Many individuals injured in an accident, through negligence or medical malpractice find themselves disabled to varying degrees. Among the things they can no longer do is maintain a job. Therefore these individuals receive public benefits …

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Our Estate Tax Issues May Not Matter According To Russia

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By David Frees Law Office: Phoenixville, Malvern and West Chester You think retroactive taxation for estate tax purposes is a problem? Well, according to Russia, we have bigger problems…. click here to read more about estate planning and the pending fall of the United States governmentt. If you need more information about planning …

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Early Intervention for Special Needs Beneficiaries (Autism)

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Special Needs Trusts and Supplemental Needs Trusts: Autism, an Early Intervention by Douglas L. Kaune, Esquire Pennsylvania Attorney Wills * Trusts * Probate * Elder Law * Estates * Estate Planning * Asset Protection Planning Malvern, Phoenixville, and West Chester Law Offices Chester, Montgomery, Delaware, Philadelphia, Berks and Bucks County We work frequently with clients …

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Strengthening Your Special Needs Trust

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by Douglas L. Kaune, Esquire A special needs trust (SNT) (or special needs trust provision in a Will or in another trust) is an important planning option if you are considering a significant gift to a beneficiary who is considered “disabled” or “incapacitated” and either has or is likely to qualify for government benefits such as social security …

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