Is My Client Too Old for a Special Needs Trust? What You Need to Know if Your Client is 65 or Over
While the number of seniors in poverty has trended slightly down over the past 5-10 years,[1] millions remain below the…
Tag Archives: Medicaid/SSI
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Tidings of Comfort and Joy: How a Special Needs Trust Can be Used to have a Happy Holiday Season
Special Needs Trusts are notoriously restrictive. In consultations with new clients, we spend a significant amount of time on what…
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No Good Deed Goes Unpunished: What Your Client Needs to Know about Crowdfunding if Your Client has SSI or Medicaid
Crowdfunding is a method of online fundraising that allows people to raise money for any purpose. Anyone can start a…
