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 [...]

Brandon Thomson Brings Elder Law to The Probate Pro

It is with great excitement that we welcome Brandon Thomson to our legal team! Brandon began sharing his talent with us as an official Probate Pro earlier this month. Brandon joins us after a fruitful career serving practice areas very similar to our own, but also including elder law, Medicaid planning, and Veterans administration benefits. [...]

PRENUPS AND PROBATE: WHAT’S LOVE GOT TO DO WITH IT?

With wedding season upon us, it’s easy and fun to get caught up in all of our loved ones’ true love. Wedding after wedding, we watch numerous couples dance down the aisle on their way to forever. Everything seems all wedding cake and butterflies in the moment, but then life happens. From Kim Kardashian’s 72-day [...]

NEW MICHIGAN LAW OFFERS ADDITIONAL SAFETY NET FOR SPECIAL-NEEDS PARENTS/GUARDIANS

A child with special needs is shopping with their parents at a local grocery store. When his parents run into friends and stop to chat, a flashy display catches his eye and he discreetly wanders toward it to get a closer look. After satisfying his curiosity, the boy turns to go back to his parents [...]

LADY BIRD DEED

Lady Bird Deed Overview A Lady Bird Deed offers a simple, inexpensive way to transfer real estate at death.  The beauty of this type of deed is that it performs many valuable functions. With a Lady Bird Deed, upon the death of the individual there is no need to go through the probate process. At death, the [...]

SPECIAL NEEDS TRUST DEFINITIONS

Special Needs Trust Definitions For most of my clients, discussing whether a Special Needs Trust is the appropriate strategy for them requires a basic understanding of some terms.  The following are the Special Needs Trust Definitions of the most common terms used. Beneficiary The beneficiary is the person whose benefits the Special Needs Trust is [...]

SSI and SSDI

SSI and SSDI: Confusing Initials I agree.  It really is confusing.  Why the government used the initials SSI and SSDI as shorthand for two of the most important government benefits is bewildering. With 26 letters in our alphabet, there were many opportunities to avoid this confusion. SSI and SSDI are two government benefits with similar [...]

SPECIAL NEEDS

When a person with special needs receives a personal injury award, it is important to consider whether the creation of a Supplement (Special) Needs Trust will benefit the individual. Consider the case of John, a 53-year-old who was seriously injured in a car accident leaving him permanently disabled.  After filing a lawsuit, John obtained a $900,000 settlement. [...]

PERMISSIBLE DISTRIBUTIONS

A Supplemental Needs Trust (frequently called a Special Needs Trust or simply an "SNT") is an important estate planning tool.  The purpose of a Supplemental Needs Trust is to safeguard certain assets (generally a settlement or an inheritance) without disqualifying the individual from eligibility for public benefits.  Understanding what are permissible distributions is critical to the [...]