For those of you who have been waiting for Virginia529 to open the enrollment process for ABLE accounts, your wait is over. The Stephen Beck, Jr. Achieving a Better Life Experience (ABLE) Act was signed into law in December, 2014…
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Special Needs Trust Fairness Act Passes Congress
On December 7, 2016, the Special Needs Trust Fairness Act passed Congress as part of the 21st Century Cures Act…
Problematic Proposed Regulations May Harm Family Businesses If Left Unaddressed
This newsletter recently addressed proposed treasury regulations that, if enacted, will drastically impact transfers of family businesses. The hearings on the proposed regulations (the “2704 Regulations”) were held this month, and those participating were extremely critical of the proposed regulations.…
Decanting an Irrevocable Trust to Protect Public Benefit Eligibility
Unintended consequences can occur when people fail to consider the effect of a plan on persons with special needs. Estate…
‘Tis the Season…for hospital admissions and long-term care planning!
Author: Stephanie Washington Co-Author: Letha Sgritta-McDowell During the holidays, it is not uncommon for emergency rooms to see an increase…
Life-Saving Tech Tip for Cell Phone Users
Your cell phone may have a life-saving feature that you should be aware of. For iPhone users, the feature is…
What President-Elect Trump and the Republican Party have in Store for You: Estate, Gift and Generation Skipping Transfer Taxes
Well, one of the more painful election cycles I have ever experienced is, thankfully, over. Now that the American people have finally cast their votes and elected Donald Trump to the White House and a Republican-controlled Congress, it is natural…
Using Person-First Language to Communicate With and About People with Special Needs
About 54 million Americans, or 1 in every 5 people, report having a disability. Most Americans will experience a disability at some point, and for many, the disability will occur very suddenly and unexpectedly. It could happen to anyone, at…
Musings on Financial Aid
My oldest child is a senior in high school, and we are filling out the financial aid forms for the first time. There has been a big change in the world of collegiate financial aid. In prior years, the Free…
