The Voice: The ABLE Act – A new tool for special needs planning

Golden Piggy Bank

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment of the Voice was written by Robert B. Fleming. Robert is a partner in Fleming & Curti, PLC, a Tucson law firm focusing on special needs planning, trust administration, guardianship/conservatorship and estate planning. He is a Fellow of the American College of TrustRead More

The Voice: Bullying of the special needs child and what parents can do

stop bullying no harassment or threat at school or at work stopp

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Amy C. O’Hara and her co-author, Marion Walsh.   Amy is a partner with the New York law firm Littman Krooks LLP, specializing in special needs planning, guardianships, elder law, estate planning and administration, and personalRead More

House of Representatives Passes the Death Tax Repeal Act of 2015

Creative business finance making money concept - stack of new ne

On Thursday, April 16, the House of Representatives passed H.R. 1105 or the Death Tax Repeal Act of 2015 by an extremely partisan margin of 240 to 179. The version of the Bill passed by the House of Representatives would repeal the estate and generation-skipping transfer taxes. If enacted into law, the Bill would leaveRead More

Child support for an adult child with disabilities

The high costs of medical care

The Voice is the newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Craig C. Reaves of Reaves Law Firm, PC. in Kansas City, Missouri. Holding the CELA (Certified Elder Law Attorney) designation from the National Elder Law Foundation, he is a Past President and Fellow of the NationalRead More

Introducing Wes Hill

WesHill

Wes Hill joined the Estates, Wills & Trusts Practice Group at Sirote & Permutt in July 2014. Originally from Columbus, Miss., he graduated from Millsaps College with a B.B.A. in Accounting. He earned his law degree at Cumberland School of Law at Samford University, summa cum laude in 2012. While Wes was at Cumberland, heRead More

Beneficiary designations: Have you checked yours lately?

Examinging A Document

When most people think of estate planning, Wills and Trusts come to mind first. Often, however, the beneficiary designation placed on life insurance policies, retirement plan accounts and other accounts with the option to transfer by beneficiary designation, such as Pay-on-Death (POD) or Transfer-on-Death (TOD) accounts, may actually transfer a significant portion of the person’sRead More

Lessons from the limelight

Red event carpet isolated on a white background.

Stories about celebrities and their estates can offer important lessons to the rest of us not-so-famous people. Take, for instance, Casey Kasem and Tom Clancy. Famed radio icon Casey Kasem’s sad final months before his death in June of this year illustrate the importance of having incapacity planning in place during your lifetime. The sagaRead More

National Estate Planning Awareness Week

tax image - drawing

October 20-26, 2014 is National Estate Planning Awareness Week. In 2008, prompted by the estimate that over 120 million Americans are without up-to-date estate plans to protect themselves or their families in the events of sickness, accidents or untimely death, Congress passed a resolution so recognizing the third week of October every year. If youRead More