Monthly archives:June 2018
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6 years ago
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Trustees of special needs trusts are increasingly relying on “administrator-managed prepaid debit cards,” such as True Link cards, when disbursing funds to beneficiaries. These cards offer trust beneficiaries greater independence and the ability to get what they need more quickly. But such cards e... [read more]
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6 years ago
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Special Needs Trusts are an important part of Estate Planning for clients whose family members have disabilities or chronic illness. A Special Needs Trust (also referred to as a Supplemental Needs Trust) helps beneficiaries receive their inheritance while also following important guidelines regardin... [read more]
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6 years ago
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As part of the Jacksonville Retirement Strategy Summit, hosted by Stratton & Company on June 23rd at the University of North Florida, Associate Attorneys, Alison E. Hickman, J.D., and Zach Altenbach presented two hourly workshops, providing attendees with “A Look Under the Hood" at Lifetime Livi... [read more]
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6 years ago
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Under new Department of Labor regulations that took effect April 2, workers filing for private disability benefits should have a more transparent and fairer appeals process.
Many employers provide short- and long-term disability insurance for their employees as an important part of their bene... [read more]
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6 years ago
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Many people who served in the military, and who are widows or children of Veterans, are eligible to receive Veteran's Aid and Attendance Benefits. Unfortunately, these benefits are often overlooked in the Estate Planning Process.
VA Benefits have specific income, discharge status, age, dates of... [read more]
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6 years ago
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New rules have been put in place to protect seniors with brokerage accounts from financial scams that could drain the accounts before anyone notices.
As the population ages, elder financial abuse is a mounting problem. Vulnerable seniors can become victims of scammers who convince them to emp... [read more]
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7 years ago
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State Laws are an important consideration for your Estate Planning, and it is crucial for you to know that laws and guidelines can vary from state to state. It is vital for Florida residents to make sure that your Estate Planning documents are in keeping with Florida Law and Statutes.
For example... [read more]
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7 years ago
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Medicare is mandated to cover your home health benefits with no limit on the time you are covered. Unfortunately, few Medicare beneficiaries get the level of service they are entitled to, and many find their services cut off prematurely. Getting these benefits can be critically important as Me... [read more]
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7 years ago
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Last week, Associate Attorney Alison E. Hickman appeared on St. Augustine Radio - WSOS 103.9 FM and discussed her role as a board member of Penney Retirement Community, the benefits of such communities for seniors, and how she helps clients as an Elder Law Attorney.
Below is an audio clip from Al... [read more]
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7 years ago
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Arizona and Florida are the latest states to request a waiver from the requirement that states provide three months of retroactive Medicaid coverage to eligible Medicaid recipients.
Medicaid law allows a Medicaid applicant to be eligible for benefits for up to three months before the month of... [read more]
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7 years ago
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Medicaid is a needs-based public assistance program. People who properly apply and qualify for Medicaid can use these benefits to cover the high cost of a skilled nursing home or at home care.
Timing is one of the most important parts of the rigorous Medicaid application process. When to apply fo... [read more]
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7 years ago
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Supplemental Security Income (SSI) is a federal program that helps people with disabilities and very low incomes pay for food, clothing and shelter. SSI is often confused with Social Security Disability Insurance (SSDI). One of the main differences between the two programs is that SSDI is available ... [read more]
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