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 [...]

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 [...]

Andrew Lorelli: A New Addition to The Probate Pro Team

We are bringing in new talent all the time! Andrew Lorelli, who started at The Probate Pro in November, comes to us as an experienced attorney. He has put in time working in criminal defense, no-fault insurance defense, family law, general civil litigation and unclaimed asset recovery, but he says that probate is his true [...]

Special Needs Planning v. Traditional Estate Planning

Last week, the NICU Grandpa from Atlanta went from comforting premature infants in a local hospital to warming hearts across the nation. A retired international marketing executive, David Deutchman didn’t exactly set out to regularly get “puked on and peed on,” but it’s quickly become a new-found joy. He told CNN that one of his [...]

Fund Your Trust. Fill Your Crust!

Creating a trust is much like baking a pie. Whether you’ve bought a pre-made crust or made your own, there is still some prep in readying it for filling. “Creating” a trust is the same as preparing a crust – you’ve given shape and form to the trust, but it’s still empty. And no one wants [...]

WHO IS A TRUSTEE

The common terms in estate planning can be confusing and overwhelming. Terms such as “grantor,” “trustee,” “settlor,” “successor trustee,” “executor,” “personal representative,” and many others are commonly used. So much legal vernacular is enough to make someone’s head spin, especially without any prior knowledge of estate planning. This post will focus on who a trustee [...]

SPECIAL NEEDS TRUSTS: THE WHAT, WHEN, AND HOW

We are excited to share the information below on Special Needs Planning, which was written courtesy of our guest blogger Paul who is serving as a summer law clerk at our office. What is a Special Needs Trust? My older brother is autistic and will be dependent upon my parents for the remainder of their [...]

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 [...]

WORLD AUTISM MONTH: WHAT YOU WANT TO KNOW

Throughout April, the world has been lighting up blue in recognition of World Autism Month. Universally-recognized landmarks across the globe, such as The White House, the Empire State Building, and Niagara Falls, have lit up blue in support of Autism awareness and the Light It Up Blue campaign. As the fastest-growing developmental disorder in America [...]