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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
- 5 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]
Category archives: Special Needs Trust
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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
- 5 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]
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- Americans with Disabilities Act
- and Care (EMPOWER) Care Act
- Centers for Medicare and Medicaid Services
- Clay County
- Elder Law
- Empower Act
- EMPOWER Care Act
- Estate Planning
- Florida
- Green Cove Springs
- Home-Based Care
- Integration Mandate
- Jacksonville
- Julington Creek
- Medicaid
- Medicare
- Money Follows by the Person (MFP) program
- North Florida
- Orange Park
- Partnership for Medicaid Home-Based Care
- Special Needs Planning
- Special Needs Trust
- St. Augustine
- St. Johns County
- 5 years ago
- After expiring two years ago, a program that helps people with disabilities transition out of institutions and into the community appears to be headed for renewed funding and even improvement. The Ensuring Medicaid Provides Opportunities for Widespread Equity, Resources, and Care (EMPOWER) Ca... [read more]
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- 529 Plans
- ABLE Accounts
- Beneficiaries
- Clay County
- College Students
- College Tuition
- Elder Law
- Estate Planning
- Florida
- Florida First Coast
- Green Cove Springs
- Jacksonville
- North Florida
- Orange Park
- Section 529 Plan
- Social Security
- Social Security Administration
- Social Security Income
- Special Needs Planning
- Special Needs Trust
- SSI
- St. Augustine
- St. Johns County
- Tax Cuts and Jobs Act
- 5 years ago
- For many families, Section 529 College Savings Plans are an excellent investment tool when saving money for their child’s educational expenses. But if the child obtains Supplemental Security Income (SSI) benefits, families should be cautious in using a Section 529 plan. 529 plans, named for a pro... [read more]
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- Americans with Disabilities Act
- Clay County
- Duval County
- Elder Law
- Estate Planning
- Federal Disability Rights Laws
- Green Cove Springs
- Jacksonville
- Julington Creek
- National Counsil on Disability
- Office of Disability Policy
- Planning
- Special Needs Planning
- Special Needs Trust
- St. Augustine
- St. Johns County
- 6 years ago
- Each year, hundreds of bills and regulations are proposed with little if any analysis of how they will affect the lives of people with disabilities. If signed into law, a new Senate bill, titled the Office of Disability Policy Act of 2018, would change this. Introduced July 24, the legislation wo... [read more]
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- Care Planning
- Children with Special Needs
- Clay County
- Durable Power of Attorney
- Duval County
- Elder Law
- Elderly
- Estate Plans
- Estate Tax
- Florida
- Florida Wills
- Green Cove Springs
- Health Care Directives
- Jacksonville
- Legacy Planning
- Life Care Planning
- Life Care Plans
- Lifetime Living Documents
- Living Will
- Medicaid
- Medicaid Application
- Medicaid Eligiblity
- Medicaid Planning
- New Year
- North Florida
- Orange Park
- Probate
- Seniors
- Special Needs Planning
- Special Needs Trust
- St. Augustine
- St. Johns County
- Trusts
- Will
- Wills
- 6 years ago
- To better serve our clients and their families who live or work in Julington Creek, St. Johns, Fruit Cove, Switzerland, Orangedale, Mandarin, and surrounding areas, we have opened a local office conveniently located in the Julington Creek Business Park at 12627 San Jose Boulevard, Suite 102-A, Jacks... [read more]
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- Children with Disabilities
- Children with Special Needs
- Clay County
- Disability
- Disability Rights
- Duval County
- Elder Law
- Estate Planning
- First-Party Special Needs Trusts
- Florida
- Jacksonville
- North Florida
- Orange Park
- People with Special Needs
- Social Security Administration
- Social Security Disability Insurance
- Special Needs Planning
- Special Needs Trust
- SSA
- St. Augustine
- St. Johns County
- Supplemental Security Income
- Supportive Living Arrangements
- Third-Party Special Needs Trusts
- Travel Expenses
- Travel Reimbursement
- Trusts
- 6 years ago
- Travel is sometimes necessary when a family has a child with special needs. Family members may need to visit the person with special needs, or a medical emergency may require travel to care for the loved one, or the family may simply want to take the child with special needs on vacation. For... [read more]
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- Beneficiaries
- Clay County
- Disability
- Disability Rights
- Elder Law
- Estate Planning
- Green Cove Springs
- Jacksonville
- North Florida
- Orange Park
- Representative Payees
- Social Security
- Social Security Administration
- Social Security Disability Insurance
- Special Needs Planning
- Special Needs Trust
- SSA
- SSDI
- St. Augustine
- St. Johns County
- 6 years ago
- For most Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) beneficiaries, the Social Security Administration (SSA) issues monthly checks directly to the recipients. However, where the recipients are incapable of making their own financial decisions, the SSA sends the... [read more]
- 6 years ago
- In an underreported case involving police violence, the state of California has agreed to pay nearly $1 million to a man with schizophrenia. The money will be placed in a special needs trust (SNT) to enhance the man’s quality of life while preserving his eligibility for public benefits. On D... [read more]
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- Beneficiaries
- Clay County
- Disability
- Elder Law
- Estate Planning
- Green Cove Springs
- Jacksonville
- Medicaid
- Medicaid Eligiblity
- North Florida
- Orange Park
- Providing for a Child with Special Needs
- Public Assistance
- Public Benefits Assistance Needs
- Social Security Administration
- Social Security Disability Insurance
- Social Security Income
- Special Needs Planning
- Special Needs Trust
- SSA
- SSDI
- St. Augustine
- St. Johns County
- Supplemental Needs Trust
- Trusts
- 6 years ago
- 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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- Children with Disabilities
- Children with Special Needs
- Duval County
- Elder Law
- Estate Planning
- Florida
- Government Benefits
- North Florida
- Orange Park
- Providing for a Child with Special Needs
- Public Assistance
- Special Needs Planning
- Special Needs Trust
- St. Augustine
- St. Johns County
- Supplemental Needs Trust
- Trusts
- 6 years ago
- 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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- Children
- Children with Disabilities
- Clay County
- Designation of Health Care Surrogate
- Designation of Preneed Guardian
- Digital Assets
- Durable Power of Attorney
- Duval County
- Elder Law
- Estate Planning
- Estate Plans
- Estate Tax
- Florida
- Green Cove Springs
- HIPAA Release
- Jacksonville
- Lifetime Living Documents
- Living Will
- North Florida
- Orange Park
- People with Special Needs
- Planning
- Protection from Creditors
- Special Needs Planning
- Special Needs Trust
- St. Augustine
- St. Johns County
- Trust Administration
- Trust Beneficiary
- Trust Protector
- Trustee
- Trusts
- Will
- Wills
- 6 years ago
- Estate Planning is a process through which you plan for your lifetime care decisions, in the event that you become mentally or physically incapacitated; and planning for the transfer of your assets to beneficiaries in the event of your death, while minimizing tax burdens for your beneficiaries and p... [read more]