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Elder Fraud Awareness Webinars

May 15 is National Senior Fraud Awareness Day. Throughout the month of May, the Elder Justice project will be holding a series of webinars on scams targeting the elderly. The webinars are open to the public, but registration is required. To register, click on the...

Special Needs Trust as IRA Beneficiary

The Special Needs Alliance has published a new article by Lisa Nachmias Davis, CELA, entitled Naming a Special Needs Trust as Beneficiary of Your IRA or Retirement Plan. The article details some of the issues involved in funding a special needs trust for a family...

2022 Aid and Attendance Benefits

The VA recently announced the 2022 benefit rates for their Aid and Attendance program. The 2022 rates are: Single veterans: $2,050 per month/$24,610 per year Married veterans: $2,431 per month/$29,175 per year Surviving spouse: $1,318 per month/$15,816 per year...

Special Needs Trusts and Housing Expenses

A Special Needs Trust, or a Supplemental Needs Trust, allows for a disabled individual to receive support while still maintaining eligibility for government benefits, such as Medicaid and Supplemental Security Income (SSI). Generally, funds from a special needs trust...

Medicaid Annuity Planning

When planning for Medicaid nursing home coverage, annuities can be a powerful tool to protect assets for couples where one spouse is either about to enter a nursing home, or is already in a nursing home and about to apply for Medicaid nursing home coverage. While the...

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