December 15, 2018
September 20, 2018,
October 26, 2018
November 15, 2018
Special Needs Planning Corner
A monthly column in Advisor News
September 25, 2018
August 7, 2018
January 30, 2018
September 16, 2017
July 21, 2017
October 3, 2016
June 23, 2016
June 1, 2016
March 27, 2015
January 2, 2015
September 8, 2008
July 28, 2008
February 4, 2008
May 31, 2007
Sheltering Loved Ones by Kimberly Lankford
August 26, 2004
June 23, 2006
October 1, 2008
The Parent Care Solution: How Planners Can Help Clients with Aging Parents by Jim Grote, Journal of Financial Planning,
Special Needs Trusts - Misunderstood, Underutilized by Dorothy Hinchcliff
Financial Advisor Magazine, Will Advisors to Special Needs Clients use ABLE Act Accounts?, October 5, 2015
Journal of Financial Planning, Incorporating the ABLE Act into Special Needs Planning, John W. Nadworny, May 2015.
Reuters, The limitations of ABLE accounts for the disabled , May 18, 2015
Law Professor Blogs Network , The ABLE Act Provides New Alternatives to Help With Disability Planning, Monday, May 11, 2015.
The Advocate, the ARC of Massachusetts,“Practical Perspectives on the ABLE Act”, an interview with John Nadworny CFP® and Fred Misilo of Fletcher Tilton, Attorneys at Law.
FPA SmartBrief.com, Advantages and limitations of ABLE accounts, May 19, 2015.
Nerd’s Eye View, Weekend Reading for Financial Planners, May 9, 2015.
Bay State Parent, Trust for the Future, by Doug Page, November 2012.
The Winchester Star, Winchester Business Leaders: Cynthia Haddad, John Nadworny, Mark Shepherd July 25, 2011.
Belmont Citizen-Herald, New Book Helps Special Needs Financial Planning - April 15 2008
Serving Special Needs Kids (When a family hears the news that their child will be disabled for a lifetime, financial priorities change overnight) by Pamela Savage Forbat, Registered Representative, September 2001. A lengthy article with detailed information for families planning for the lifetime support of a special needs child.
Ticker, Clients with Special-Needs Children Require a Special Planning Effort by Leslie Rosenberg, November 2000
The Special Needs Trust Administration Manual, A Guide for Trustees - by Barbara D. Jackins, Esq., Richard S. Blank, Esq., Peter M. Macy, Esq., Harriet H. Onello, Esq., and Ken W. Shulman, Esq. Published by People with Disabilities Press at iUniverse (2004): $15.95. Available fromDisabilitiesbooks.com
The Special Needs Trust Administration Manual: A Guide for Trustees is a valuable reference guide for anyone who is managing a special needs trust for a person with disabilities. Written by five Massachusetts attorneys, the book will appeal to both professional trustees and lay persons. It is concise, easy to use, and packed with helpful information.
A central theme that runs throughout the book is the beneficiary's eligibility for public benefits such as SSI, SSDI, Medicaid, and Section 8 housing. What can the trustee safely pay for without risking those benefits? The authors give useful advice and provide many concrete examples.
This is a practical reference took. In easy to understand language, the authors answer common questions such as
The book is logically organized into chapters that address topics such as public benefit programs, housing, recreation, transportation, and taxes. The authors also explain the trustee's bond, fees, record keeping, accounting requirements, and fiduciary investment responsibilities.
Since the authors are Massachusetts attorneys, the book explains how SSI and Medicaid regulations are applied in that state. However, readers in any state can benefit from the valuable information in this book.
Developing a Life Care Plan for Family Members with Disabilities
Published by Jewish Family & Children's Services
In order to assist families in this process, a group of professionals in the field of special needs planning have come together to offer families a place to start.
Special Needs Planning Guide for Families provides families with an overview of the issues they need to consider, an outline of how to proceed, as well as a comprehensive resource list.
Cynthia Haddad and John Nadworny contributed to this useful book.
To Order Call: 781-647-JFCS (5327)
or download a free copy here