Posted on July 10, 2017 by Travis Neal, Esq.
For many of us, an unanticipated influx of money leads to getting that remodel off the ground, paying for college, or taking that long-dreamed-of vacation. For persons with disabilities, that same influx can lead to a loss of vital public benefits. The influx means the person needs to seek legal advice on whether to establish a first-party special needs trust (SNT) or join a first-party pooled SNT. See 42 USC §1396p(d)(4)(A) or 42 USC §1396p(d)(4)(C). Continue reading →
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Filed under: Estate Planning, Legal Topics, New Legal Developments | Tagged: asset protection, disabled adult, Medi-Cal, public benefits, special needs trust, SSI | 1 Comment »
Posted on March 8, 2017 by Julie Brook, Esq.
It’s often a problem for transgender people that their government documents (e.g., driver’s license, Social Security record, passport) don’t match their name and gender. Having updated documents is important for employment, government benefits, and even safety. An incorrect document can “out” a transgender person at a dangerous moment. Here’s what you need to know about making name and gender marker changes. Continue reading →
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Filed under: Elder Law, Estate Planning, Legal Topics, New Legal Developments | Tagged: gender marker change, goverment documents, LGBT, LGBTQ, name change, public benefits, social security, transgender | Leave a comment »
For many of us, an unanticipated influx of money leads to getting that remodel off the ground, paying for college, or taking that long-dreamed-of vacation. For persons with disabilities, that same influx can lead to a loss of vital public benefits. The influx means the person needs to seek legal advice on whether to establish a first-party special needs trust (SNT) or join a first-party pooled SNT. See 42 USC §1396p(d)(4)(A) or 42 USC §1396p(d)(4)(C). Continue reading 
