Spend Down Planning: Everything You Need to Know

Written by Darren Findling Utilizing the Spend Down Option to Maintain SSI and/or Medicaid Eligibility People with special health care needs and limited funds of their own often rely on public benefits for their well-being. Some of the most common public benefits include Supplemental Security Income (SSI) and Medicaid. To be eligible for SSI and/or [...]

Ways to use Special Needs Trusts for Someone with Autism

Special Needs Trusts were made to provide additional income for individuals with special needs, such as autism. This income is used to improve the individual’s quality of life. With April being autism awareness month, it’s a good time to look at some of the things a Special Needs Trust can cover. For parents and caregivers, [...]

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 [...]

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 [...]

Are You Keeping Your New Year’s Resolutions?

Did you make any resolutions this year? Just 3 weeks in, how are you doing so far? Studies have shown that less than 25% of people actually stay committed to their resolutions after just 30 days, and even fewer actually accomplish them. Credit Forbes. Even if you've already given up on your resolutions, or if [...]

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 [...]

Hiring for Our Team! (Associate Attorney & Paralegal)

TITLE: Associate Attorney The Probate Pro (www.theprobatepro.com), a division of the Darren Findling Law Firm, a growing probate, trust administration, and estate planning law firm in downtown Royal Oak seeks an associate level attorney.  This attorney should have the ability to communicate and work effectively with clients and firm personnel.  One must be comfortable working [...]

Probate Lawyer Near Me

Now, unless you have ever needed a probate lawyer, it is likely that you have no idea what one is. Probate law includes many areas – estate and trust administration, guardianships and conservatorships, litigation and appeals, estate planning and special needs trusts, and more. The Probate Pro has highly-experienced lawyers in each of these areas. [...]

Choosing a Trustee – Why is this important again?

Choosing a Trustee – Why is this important again? I’ve admittedly put more thought into what kind of toothpaste I should buy than who I would appoint as my Trustee. While I am young, I know that one day, hopefully a long time from now, who I pick will become very important. Your family could [...]

Demand for Professional Guardians and Conservators is on the Rise

As the Baby-Boomer generation ages, many of them do not have someone in their lives to act as a guardian or conservator if the need arises. Que the professionals! In these types of cases, it is not uncommon for attorneys or social workers to be appointed for these roles, although a professional guardian can be [...]