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:
Keep reading ...When is a Trust a “Special Needs Trust?”
Adapted from a presentation at the 2009 Stetson University College of Law Special Needs Conference
Estate Administration and the Medicaid Recovery Program: The Personal Representative’s Duty to Notify
By Attorneys Janet Lowder, CELA, and Lisa Montoni Garvin
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