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Considerations When Planning for Families with Special Needs

Considerations When Planning for Families with Special Needs

Posted on December 11, 2018March 5, 2019 by Attorney Janet L. Lowder, CELA

Recent changes in the laws have added new complexities and considerations when planning for a person with a disability.  Although not all are changes to trust law, many of the programmatic changes impact how we handle special needs estate planning.  The most important of these changes include:

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When is a Trust a “Special Needs Trust?”

Posted on February 21, 2009February 25, 2019 by Attorney Janet L. Lowder, CELA

Adapted from a presentation at the 2009 Stetson University College of Law Special Needs Conference

View / download article as PDF

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Estate Administration and the Medicaid Recovery Program: The Personal Representative’s Duty to Notify

Posted on January 22, 2009February 25, 2019 by Attorney Janet L. Lowder, CELA

By Attorneys Janet Lowder, CELA, and Lisa Montoni Garvin

View / download article as PDF

Keep reading ...→

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