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- Adult Children
- Asset Protection
- Clay County
- Digital Assets
- Durable Power of Attorney
- Duval County
- Elder Law
- Estate Planning
- Florida
- Florida First Coast
- Grandparents
- Health Care Surrogate
- Jacksonville
- Julington Creek
- Long-Term Care Planning
- Medicaid
- North Florida
- Orange Park
- Probate
- Revocable Living Trust
- Seniors
- Special Needs Trust
- St. Augustine
- St. Johns County
- Trust Administration
- Trusts
- Wills
- Young Families
- 11 months ago
- In this very challenging time, as we are all affected by the COVID-19 virus and are making efforts to reduce its spread, please allow us to remind you that we are here, actively practicing, and are staying in regular contact with our active clients on all pending matters. If you would like to ini... [read more]
Category archives: Special Needs Trust
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- ADA
- Americans with Disabilities Act
- Anti-Discrimination Laws
- Citizens with Disabilities
- Clay County
- Disability
- Disability Advocates
- Disability Discrimination
- Duval County
- Elder Law
- Estate Planning
- Florida
- Florida First Coast
- Green Cove Springs
- Jacksonville
- Julington Creek
- Lyft
- North Florida
- On-Demand Ride-Sharing Services
- Orange Park
- Special Needs Planning
- Special Needs Trust
- St. Augustine
- St. Johns County
- Uber
- 2 years ago
- In theory, the rapid growth of Uber, Lyft and other on-demand ride-sharing services should make cities more accessible to people with disabilities, especially considering the tendency of municipal governments to underfund paratransit systems. However, these ride-share companies, even more than t... [read more]
- 2 years ago
- It is a very good idea to create advance directives in order to plan for the possibility that you may one day be unable to make your own medical decisions. In doing so, there can be confusion about the difference between a living will and a "do-not-resuscitate" order (DNR). While both these document... [read more]
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- Citizens with Disabilities
- Clay County
- Duval County
- Elder Abuse
- Elder Law
- Estate Planning
- Florida
- Florida First Coast
- Fraud
- Green Cove Springs
- Jacksonville
- Julington Creek
- North Florida
- Orange Park
- Social Security Administration
- Social Security Disability Insurance
- Social Security Income
- Special Needs Planning
- Special Needs Trust
- St. Augustine
- St. Johns County
- 2 years ago
- California attorney Michael Avenatti, who came to national attention for his representation of adult film actress Stormy Daniels in her lawsuit against President Trump, was recently charged in federal court with 36 counts of tax fraud, bankruptcy fraud and stealing from the settlements of clients. A... [read more]
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- Children
- Children with Disabilities
- Children with Special Needs
- Clay County
- Duval County
- Elder Law
- Estate Planning
- Florida
- Florida First Coast
- Grandchildren
- Grandchildren with Special Needs
- Grandparents
- Green Cove Springs
- Jacksonville
- Julington Creek
- North Florida
- Orange Park
- Special Needs Planning
- Special Needs Trust
- St. Augustine
- St. Johns County
- 2 years ago
- When parents ponder how to provide for their child with special needs, they sometimes forget one of the key advantages of a special needs trust that is created while the parents are still alive: the trust can be the recipient not just of the obvious assets that are available for the child. Members o... [read more]
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- Senior Tax Credit for the Elderly and Disabled
- Aging
- Clay County
- Duval County
- Elder Law
- Estate Planning
- Florida
- Florida First Coast
- Green Cove Springs
- IRS
- Jacksonville
- Julington Creek
- North Florida
- Orange Park
- People with Intellectual or Developmental Disabilities
- People with Special Needs
- Seniors
- Social Security
- Social Security Disability Insurance
- Special Needs Planning
- Special Needs Trust
- SSDI
- SSI Beneficiaries
- St. Augustine
- St. Johns County
- Tax Credit
- 2 years ago
- Low-income seniors and people with disabilities may be missing out on a tax credit that could reduce their tax liability by up to $7,500 this tax season. To qualify for the Senior Tax Credit for the Elderly and Disabled, individuals must either be above age 65 or retired early due to a qualif... [read more]
- 2 years ago
- Major changes to the “kiddie tax” could significantly increase the tax liability of assets placed in special needs trusts if the trust’s beneficiary is a minor and the income the trust earns is high enough. Congress enacted the so-called “kiddie tax” in 1986 to deter wealthy families from “in... [read more]
- 2 years ago
- A special needs trust is designed to provide a person with a disability the funds to enhance her quality of life while at the same time allowing her to remain eligible for needs-based public benefits. Government programs like Medicaid and Supplemental Security Income (SSI) provide essentials, such ... [read more]
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- Care Planning
- Caregivers
- Children with Special Needs
- Clay County
- Duval County
- Elder Law
- Elderly
- Estate Planning
- Estate Plans
- Florida
- Green Cove Springs
- IRS
- Jacksonville
- Julington Creek
- Life Care Planning
- Long-Term Care
- Long-Term Care Insurance
- North Florida
- Orange Park
- Planning
- Seniors
- Special Needs Planning
- Special Needs Trust
- St. Augustine
- St. Johns County
- Tax Deduction
- Tax Liability
- Tax Rates
- Taxes
- 2 years ago
- The Internal Revenue Service (IRS) is increasing the amount taxpayers can deduct from their 2019 income as a result of buying long-term care insurance. Premiums for "qualified" long-term care insurance policies (see explanation below) are tax deductible to the extent that they, along with oth... [read more]
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- ABLE Account
- ABLE Accounts
- Achieving a Better Life Experience Act of 2014
- Care Planning
- Centers for Medicare and Medicaid Services
- Clay County
- Disability
- Duval County
- Elder Law
- Estate Planning
- Florida
- Florida First Coast
- Green Cove Springs
- Jacksonville
- Julington Creek
- Medicaid
- Medicare
- Orange Park
- Personal Injury Attorney
- Personal Injury Lawsuit
- Personal Injury Victim
- Special Needs Planning
- Special Needs Trust
- St. Augustine
- St. Johns County
- Structured Settlement
- Supplemental Security Income
- 2 years ago
- When personal injury lawsuits are settled, the underlying settlement figure may be less than initially meets the eye due to attorneys’ fees, expenses and other costs. To ensure the resulting settlement best protects the plaintiff's long-term financial interests, as well as their health and quality o... [read more]
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- Children with Special Needs
- Clay County
- Duval County
- Elder Law
- Estate Planning
- Florida
- Florida First Coast
- Green Cove Springs
- Individual Retirement Accounts
- IRA
- IRA Gifting to Children
- IRAs
- IRS
- Jacksonville
- Julington Creek
- Life Care Planning
- North Florida
- Planning
- Providing for a Child with Special Needs
- Required Minimum Distributions
- Seniors
- Social Security Administration
- Special Needs Planning
- Special Needs Trust
- St. Augustine
- St. Johns County
- Taxes
- 2 years ago
- For many parents, the majority of their savings is held in some kind of a retirement account, often an Individual Retirement Account (IRA). At age 70 1/2, an IRA account holder faces the Required Beginning Date, when he or she must take mandatory distributions from the IRA. These payments are determ... [read more]
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- ABLE Accounts
- Achieving a Better Life Experience Act of 2014
- Clay County
- Duval County
- Elder Law
- Estate Planning
- Estate Plans
- Florida
- Florida First Coast
- Green Cove Springs
- Jacksonville
- Julington Creek
- North Florida
- Orange Park
- Special Needs Planning
- Special Needs Trust
- St. Augustine
- St. Johns County
- 2 years ago
- ABLE accounts, new tax-free saving accounts for people with disabilities, hold great promise for special needs planning. But among the many questions surrounding ABLE plans is who can open accounts? Only the person with a disability? Parents? Other relatives? Friends? Created by Congress vi... [read more]