978.319.6006 | info@jpestateplanning.com

Special Needs Planning

What is the ABLE Act all about?

Posted on: March 22nd, 2015
5 Questions Answered about the ABLE Act for Special Needs Beneficiaries...

10 Tips for Helping Families with Special Needs

Posted on: June 15th, 2012
This month's issue of Peltier Law Office, PLLC's news letter examines the unique planning requirements of families with children, grandchildren or other family members (such as parents) with special needs. There are many misconceptions in this area that result in costly mistakes in planning for special needs beneficiaries. It is, therefore, incumbent upon us - our clients' advisors - to ensure that clients understand all of their options....

Special Needs Trust Overview

Posted on: May 22nd, 2012
A Special Needs Trust is a trust that can supplement the needs of a special needs beneficiary while allowing the beneficiary to maintain his or her governmental benefits, including Supplemental Security Income (SSI), Social Security and Medicaid. With medical advancements, persons with disabilities are living longer and public benefits are often necessary, yet there is no guarantee that public benefits will provide adequate resources over the disabled person's lifetime, or that existing public agencies will continue to provide acceptable services and advocacy over a disabled person's lifetime. ...
Posts: 1 All