A New Jersey appeals court overturned the dismissal of a lawsuit alleging that the defendants improperly created a supplemental needs trust, allowing the defendants limited access to the plaintiff’s psychotherapy records in order to rebut her claim that the trust’s settlor did not think she needed a trust. Laubach v. Quinn (N.J. Super. Ct. App. [...]
Entries Tagged as 'Special Needs Planning'
NJ Appeals Court Allows Limited Disclosure of Psychiatrist’s Notes in Case Challenging Creation of a Supplemental Needs Trust
October 6th, 2008 · No Comments
Tags: Special Needs Planning · Undue Influence · Will Contests
Social Security Administration Links with Special Emphasis on SSI and Special Needs Trusts
September 15th, 2008 · No Comments
(I acknowledge with appreciation the Academy of Special Needs Planners website and the resources available to members which I used to compile the following list of links)
PRIMARY SOURCES:
Social Security Administration’s Main Page: Social Security Online - The Official Website of the U.S. Social Security Administration
Social Security Administration’s “Our Program Rules” compilation of links to the [...]
Tags: Social Security Benefits · Special Needs Planning · Supplemental Security Income (SSI) Benefits
Owner Of This Weblog Recently Obtained The First Order From A Court In New Jersey Authorizing The Establishment Of A Third Party Special Needs Trust Within The Estate Of A Decedent Who Died Without A Will
July 20th, 2008 · No Comments
For a number of years now, elder law attorneys in New Jersey have often achieved success in court applications seeking to reform a support trust established under the will of the parents or relatives of a disabled adult child so that the amended support trust met the statutory requirements of a special needs trust (“SNT”). [...]
Tags: Governmental or Public Benefit Programs · Special Needs Planning
Study Ranks Out-of-Pocket Costs of Raising Child with Special Needs by State
July 17th, 2008 · No Comments
Parents raising children with special needs face significant extra costs for therapies, rehabilitation and specialty medical care, among other costs. A new study found that families with similar demographics and nature of their children’s special needs have different out-of-pocket health expenditures depending on the state in which they live.
The study found that wealthier states tend [...]
Tags: News Briefs · Special Needs Planning
Federal Court Ruled that a Disabled Person May Be Entitled to In-Home Care in Lieu of Institutionalization
June 9th, 2008 · No Comments
A federal district court in Illinois denied the state Medicaid agency’s motion for summary judgment in a case testing whether a man with severe disabilities can receive care at home under the state’s Medicaid waiver program rather than in a nursing home. Grooms v. Marah (N.D.Ill., No 06 C 2211, May [...]