Featured Content

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Article
Social Security Administration Updates Aid Recipients

Starting on September 1, 2024, the Social Security Administration will introduce significant changes to Supplemental Security Income rules including In-Kind Support and Maintenance and Rental Subsidy

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Article
New Social Security Administration Rules to Help Beneficiaries

Starting September 2024, the SSA simplifies SSI by excluding food from ISM calculations, expanding rental subsidy policies, and broadening public assistance definitions.

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Article
First-Party Special Needs Trusts: A Comprehensive Guide

Understanding the intricacies of first-party special needs trusts, including their benefits, setup, management, and legal considerations, is crucial for ensuring financial security and well-being.

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Article
Special Needs Trusts: Securing the Future for Your Loved One

Navigating the complexities of financial planning for individuals with disabilities can be overwhelming. Establishing a special needs trust is a crucial step in securing future well-being.

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Article
Michigan Enacts Uniform Power of Attorney Act

Learn the new rules for powers of attorney in Michigan (the UPOAA) that took effect on July 1, 2024.

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Article
Top Individualized Education Plan (IEP) Tips for Parents

Some parents going through the IEP process may feel a little lost or unsure of how to be effective advocates for their child. Here are 10 top tips to help parents participating in this process.

Article
Protecting the Public Benefits of Clients With Disabilities

A litigation recovery may impact the financial security of clients with disabilities. Protecting their resources requires unique planning and care.

Article
The Third-Party Pooled Trust: An Alternative Planning Tool to Help Avoid the Biggest Mistakes in Special Needs Planning

Use a pooled or third-party special needs trust to protect a disabled loved one’s benefits. Experienced counsel can help you create a cost-effective, flexible estate plan.

Article
Nomination of Trustee

After deciding a special needs trust is appropriate, one of the most difficult choices parents make is the nomination of the trustee.

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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.

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