Five Frequent Supplemental Needs Trust Questions

Written by Andrew Lorelli Supplemental Needs Trusts (“SNTs”, also called Special Needs Trusts) are a common estate planning tool. SNTs are for people who receive means-tested government benefits, as well as those who also may be the beneficiaries of an estate or the recipient of settlement funds after a lawsuit. SNTs are designed to allow [...]

Brandon Thomson Awarded for Excellence in Elder Law Practice

The Probate Pro takes pride in the work our attorneys and support staff do. Because of this, we love to share with you the success of our family. Brandon Thomson is a shining example of the excellence we strive for daily. In 2018, Brandon’s work, built on determination and commitment to his clients, earned him [...]

Special Needs Trusts, What Are They?

Generally, a Special Needs Trust is a very specific trust that can be beneficial to those receiving government benefits because of special needs. Most commonly in this category is Medicaid and SSI.  To receive government benefits such as Medicaid and SSI, an individual must have limited assets and income.  A Special Needs Trust is [...]

Amy Peterman and Andrew Lorelli Win in Litigation

Congratulations to our very own Amy Peterman and Andrew Lorelli.  Each recently won an important litigation case for their client in the Probate Court. Amy Peterman assisted her client in establishing the client's heirship to her deceased father who passed intestate (without a will).  The personal representative for the decedent, one of his other daughters, [...]

New Veterans Administration Evaluation Requirements

New Veterans Administration Rules Released in 2018 The new rules will impact the needs-based benefits for veterans and surviving spouses. Clarification of commonly confusing areas like evaluating net worth, asset transfers, and income exclusions were the focus of the new rules. The Veterans Administration Final Rule, as it’s being called, created a new net worth [...]

Veteran’s Benefits – How Can We Help?

On Wednesday, Brandon provided an example of the Pension with Aid and Attendance Benefit at work and the ways you can qualify.  Now, we want to provide you with some help in your efforts to take advantage of this benefit. The Application Process While the application process for special monthly pension can be agonizingly slow [...]

Example of a Qualifying Aid and Attendance Veteran

Last time, in part 1 of our 3-part series on the Pension with Aid and Attendance Benefit, Brandon Thomson, a Probate Pro attorney, filled us in on the prerequisite qualifications.  Now, he’s put it all together for us with an illustrative example. An Illustration Robert, age 82, is a World War II veteran who is widowed. [...]

New Position Available (Staff Accountant)

STAFF ACCOUNTANT We are presently seeking a Staff Accountant to join The Darren Findling Law Firm, located in downtown Royal Oak, MI. This is a full-time accounting position that will perform a variety of accounting and financial tasks within our Finance Unit and additional office duties as needed. This is a very busy practice that [...]

Prerequisites To Receive Veterans Benefits

Welcome to the first of our 3-part series on the Pension with Aid and Attendance Benefit. In Part 1, we’re taking a look at the prerequisites to qualify for the benefit. But first, what is the Aid and Attendance Benefit? It helps veterans and their spouses pay for home care services and assisted living costs. [...]