Blog - Special Needs Planning

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Article
Which Special Needs Trust Is Right: First- or Third-Party?

Not all special needs trusts are the same. Learn when to use a first-party vs. third-party trust and how to plan effectively for your loved one’s future.

Older Asian business people consult a younger colleagues whose head is in his hands.
Article
Avoiding the Benefits Trap in Special Needs Planning

Protect your loved one’s government benefits with smart special needs planning. Discover how trusts help avoid disqualification from SSI and Medicaid.

The adult mom watches as her young adult daughter interacts with the female planning attorney.
Article
How to Choose the Right Trustee for a Special Needs Trust

Learn how to choose the best trustee for a special needs trust. Explore key traits, trustee types, and expert tips to support your special needs planning goals.

Young woman, social security attorney, presents social security information for senior couple in windowed office
Article
SSDI vs SSI Benefits: Key Differences You Need to Know

Understand the key differences between SSDI and SSI benefits. Learn about eligibility, funding, and how an SSI attorney can help manage these vital programs.

Two grandchildren sitting on mothers lap and holding hands with their grandmother who is in a wheelchair
Article
Why You Should Retain An Attorney When Applying for SSI Benefits

Discover how an SSI attorney can help manage your Supplemental Security Income benefits. Learn about SSI eligibility, SSDI vs SSI, and avoiding common pitfalls.

Senior couple meeting with special needs planning advisor
Article
Power of Attorney vs Guardianship for Adults with Disabilities

Understand power of attorney vs guardianship for adults with disabilities in Michigan. Learn key differences and join our webinar for expert insights.

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Article
Key Differences Between Guardianship and Power of Attorney

Learn the key differences between guardianship and power of attorney, and which to choose. Make informed legal decisions with insights tailored to your needs.

Mature woman with a visual impairment walking outdoors with her guide dog
Article
New Rules for Special Needs Trusts: What You Need to Know

Stay informed about the new rules for special needs trusts. Learn about key updates, avoid special needs trust violations, and ensure compliance.

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Article
Planning for the Future With a Special Needs Trust Attorney

Learn how a special needs trust attorney can guide you through the process of planning for your loved one's future with a special needs trust.

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Webinar
Windfalls & Benefits: What You Need to Know

Safeguard SSI, Medicaid upon settlement or inheritance. Learn strategies to preserve benefits and ensure financial security for individuals with disabilities.

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Webinar
Q&A with SSI Attorney Erika Riggs

Don't miss experts Michele Fuller & Erika Riggs for a Q&A on special needs planning, disability benefits, SSI rules, and safeguarding your financial future.

Two students, one with special needs in a wheelchair, and one teacher smile while using computers.
Webinar
Top Special Needs Planning Mistakes

Discover how special needs trusts protect benefits while providing fiduciary, caregiving, and asset management support. Learn to avoid common pitfalls and plan effectively for loved ones with disabilities.

A young happy man with Down syndrome with his mentoring friend celebrating success indoors at school.
Webinar
Gifting to Persons with Disabilities Using an ABLE Account

Planning gifts for a loved one with disabilities requires careful consideration to avoid impacting their eligibility for government benefits. In this webinar, we will explore how ABLE accounts can be a powerful special needs planning tool for gifting to individuals with disabilities.

Talking, lawyer or old couple with will, contract or documents for life insurance papers or probate. Plan, advisor or married elderly clients signing paperwork, trust form or will agreement.
Webinar
Special Needs Probate 101

Learn the fundamentals of probate in Michigan with a focus on individuals with disabilities. This session will cover key topics such as estate administration for special needs heirs, guardianships for individuals with developmental disabilities, conservatorships, and the vital role of special needs trusts.

Two young boys and their father and mother converse in a bright apartment. Father is in a wheelchair.
Webinar
Preparing For and Managing Supplemental Security Income Benefits

Navigating Supplemental Security Income (SSI) benefits can be complex, but understanding the process is crucial for securing the financial well-being of a loved one with special needs.

An elderly mother hugging her grown daughter as they sit outside in front of fall foliage
Webinar
Guardianship vs. Power of Attorney

Deciding between guardianship and power of attorney is an important decision that can significantly impact the care and protection of a loved one. In this webinar, we will guide you through the key differences between these two legal tools and explain when each is appropriate.