Special Reports, Special Needs PlanningSpecial Needs Planning

NY Special Needs Planning Educational Brochures

  • SSI Eligbility and Special Needs Trusts
    A properly drafted special needs trust (SNT) will allow the recipient to continue to receive Supplemental Security Income (SSI) and Medicaid benefits. Learn more >
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  • Supplemental Security Income
    Supplemental Security Income (SSI) is a need-based income program for the aged, blind and disabled who have limited income and assets. Learn more >
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  • Buying A Home for a Person with Disabilities
    How can a personal injury settlement or special needs trust be used to buy a home? Here are five strategies. Learn more >
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  • Selecting The Trustee
    What options and considerations do you have when selecting the trustee of your special needs trust? Learn more >
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  • Avoiding Legal Malpractice
    Is it malpractice to fail to preserve your client's Supplemental Security Income (SSI) and Medicaid eligibility before you obtain a personal injury settlement? Learn more >
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  • Special Needs Trusts for Litigation Proceeds
    If an award from a personal injury case is paid to a plaintiff receiving certain public benefits, that person can lose those benefits. Find out how to protect litigation proceeds - and public benefits. Learn more >
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  • Striking a Balance with Structured Settlements
    Structured settlements, also known as annuities, provide a stream of income on a periodic basis, typically monthly for the settlement of personal injury claims. Learn more when this type of settlement is appropriate. Learn more >
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  • What Happens When I Turn 18?
    When a child is no longer a minor, natural guardianship ends. Learn how turning 18 effects Supplemental Security Income (SSI), Medicaid, and guardianship for a person with special needs. Learn more >
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