» special needs planning

Congress has passed a new law allowing individuals with disabilities and their families to create tax-free savings accounts. Virginia Beach, VA (Law Firm Newswire) December 18, 2014 – The Achieving a Better Life Experience or ABLE Act passed Congress and is expected to be signed by President Obama. The law allows family members of individuals with disabilities to deposit funds in special accounts, the income for which will remain tax-free, provided it is spent on qualified expenses such as housing, health care, education and transportation. “This is great news for people with special needs and their families,” said Andrew H. […]


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White Plains, NY (Law Firm Newswire) January 10, 2014 – The American College of Trust and Estate Counsel (ACTEC) has named Bernard A. Krooks, JD, CPA, LLM, CELA, AEP® to be Vice Chair of its Elder Law Committee. ACTEC is a national organization of more than 2,600 lawyers elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors. Its members work to teach those who aspire to enter the field and to improve and reform laws, procedure and standards while working with their peers and other professional organizations. […]


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Palo Alto, CA (Law Firm Newswire) October 15, 2013 – Attorney Michael Gilfix, of the estate planning firm Gilfix & La Poll Associates, is presenting estate planning options to the public on October 21, 2013 in Palo Alto, California, at the Crowne Plaza Cabana. Due to overwhelming demand, two seminar sessions are available, from 2 p.m. – 4 p.m. and 4 p.m. to 6 p.m. Members of the public are invited to this very special Gilfix Seminar on long-term care planning, asset protection planning and special needs planning. The discussion is to include asset protection and Medi-Cal issues when facing […]


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Rye Brook, NY (Law Firm Newswire) December 6, 2010 – Michael J. Amoruso, Managing Partner at Amoruso & Amoruso, LLP, recently lectured at the Stetson University College of Law’s 2010 Special Needs Trust National Conference in Tampa, Florida. The conference, which was attended by special needs professionals, attorneys, estate planners, financial advisors and CPAs, provided insight on the development, administration and monitoring of special needs trusts. Trusts that address special needs provide asset protection for individuals with disabilities and the elderly, enabling them to receive government benefits through Medicaid, Social Security Disability Insurance and Supplemental Security Income. The protected assets […]


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