How To Use Funds From a Special Needs Trust

Special Needs Trusts are in place to protect the benefits of an adult or child with special needs and are exempt from Medicaid and Supplemental Security Income (SSI). A properly drafted special needs trust gives (you) the trustee, or someone you appoint, the sole discretion to use the funds for the benefit of your family member. A question I get asked often is what can I use the funds for, and are there any limitations?

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Vax-a-Million Winnings and Your Benefits

This week the state of Ohio will begin a series of drawings to increase the awareness of the availability and efficacy of the COVID-19 vaccine, and to provide a million dollar incentive for Ohioans who’ve been vaccinated.

What does winning the Vax-a-Million mean for your benefits? Attorney George Aljoe answers some commonly asked questions concerning your benefits and the Vax-a-Million winnings.

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March Virtual Events

We’ve created our March virtual events with you in mind!

Planning for your future right now can be confusing and overwhelming, and it’s not always easy to anticipate the needs of older family members or loved ones with a disability. Our complimentary virtual programs will cover estate planning, communication with family, care advocacy, legal options and more.

We hope you’ll join our virtual discussions for support and guidance as you plan for the years ahead, and advocate on your loved one’s behalf.

Check out our programs below!
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Special Needs Insights – Retirement Planning

Hickman & Lowder Co., L.P.A. is excited to continue our Special Needs Insights series. Our short videos are designed to help you expand your awareness, reduce your stress and redefine what is possible as you advocate for your loved one.

This Week’s Insight: Planning for Retirement

Attorney Ethan Welch provides tips on planning for retirement when you have an adult child with a disability.

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Attorney David Banas Featured in Cleveland Jewish News

Attorney David S. BanasAttorney David Banas was featured in the CJN article Planning for Disabled Dependents Key in Estate Plan where he discusses how the planning process becomes even more vital to those who have a beneficiary with special needs.  “If something were to happen and mom and dad, who are the caregivers, there would be someone able to make decisions on their behalf with the ability to also go out and organize care for the disabled loved one,”

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Hickman & Lowder Introduces Special Needs Insights

Hickman & Lowder Co., L.P.A. is excited to share its Special Needs Insights series. We will regularly be sharing short videos to help you expand your awareness, reduce your stress and redefine what is possible as you advocate for your loved one.

This week’s insight: Special Needs Planning

In our first installment of Special Needs Insights, Attorney David Banas stresses the need for a vision, taking small steps and building your plan from there..

 

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