Great News for Special Needs Trusts: Life Made Easier

by Attorney Claudia W. Englisby | Sep 20, 2018 | News, Special Need Trusts

Special Needs Trusts: Life Made Easier As a Trustee of Special Needs Trusts for multiple beneficiaries, I am pleased to hear that the Social Security Administration (“SSA”) has made life easier for managing Special Needs Trusts. In recent months, the SSA officially...

Medicaid Planning: Enlarging the Fine Print

by Attorney Claudia W. Englisby | Sep 12, 2018 | News, Special Need Trusts

Family Medicaid Planning I was recently invited to speak about Medicaid planning for married couples. After the presentation, one audience member expressed, with a sense of relief, “I understand!—it’s as if you took the fine print and enlarged it into simple terms.” ...

All About ABLE Accounts: The Who, What, Where & Why

by Attorney Claudia W. Englisby | Jun 1, 2018 | News, Special Need Trusts

What You Should Know About ABLE Accounts Many individuals with disabilities have heard of ABLE (Achieving a Better Life Experience) accounts, but few know the answers to all the “w” questions: Who can open an ABLE account; What is an ABLE account; Where can you open...

In Memory of Their Service

by Attorney Claudia W. Englisby | May 25, 2018 | News

In Memory of Their Service I think we can all agree that military service is something to be honored. Every spring, our local cemeteries are peppered with tiny red, white, and blue flags marking the final resting place of souls who once served their country. For the...

Traps to Avoid in Leaving Your Vehicle to a Beneficiary

by Attorney Claudia W. Englisby | May 18, 2018 | Estate Planning, News

(…While Staying Out of Probate) Traps to Avoid in Leaving Your Vehicle to a Beneficiary When a loved one passes away, a family’s emotional burden is compounded by the practical stresses of managing their loved one’s final affairs. In developing estate plans for our...