special needs trusts | Law Firm Newswire

New York, NY (Law Firm Newswire) June 1, 2017 – Building financial security is an important consideration for the family members and friends of individuals with special needs. Special care must be taken, though, in setting aside funds for the well-being of these individuals. A special needs trust is an estate planning tool that protects funds intended to enrich the life of a loved one with special needs, while preserving eligibility for public benefits. Littman Krooks LLP is hosting a free workshop on special needs trusts. Amy O’Hara, Esq., will present up-to-date information on various aspects of special needs planning, […]


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San Francisco, CA (Law Firm Newswire) June 8, 2016 – Attorney Michael Gilfix of Gilfix & La Poll has been recognized by San Francisco’s Legal Leaders as one of the Top Rated Lawyers of 2015. Gilfix was featured in San Francisco Chronicle’s supplement honoring lawyers who have received an AV Preeminent rating from independent ratings agency Martindale-Hubbell. AV Preeminent attorneys are those who have reached the heights of professional excellence and displayed the highest ethical standards. The ratings are compiled via a peer review system in which attorneys are evaluated by other lawyers and judiciary members in the United States […]


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Harrisburg, PA (Law Firm Newswire) December 7, 2015 – The Harrisburg Pennsylvania law firm, Hazen Elder Law is now Hazen Law Group; a law firm that focuses on long-term care planning, guardianships, estate planning, asset protection, special needs planning and public benefits. The firm was founded by Marielle F. Hazen, and is considered to be one of the best law firms in the nation by U.S. News and World Report. The new name represents the firm’s growing portfolio of services that fall outside of “elder law” such as special needs planning and trusts and veterans’ benefits. Among the services they […]


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San Francisco, CA (Law Firm Newswire) December 7, 2015 – In September, the Senate approved legislation that would allow disabled individuals to create special needs trusts for themselves. Known as the Special Needs Trust Fairness Act, the bill corrects the assumption that all people with disabilities lack the mental capacity to create their own trusts. Under the current law, special needs trusts can only be established by a disabled individual’s legal guardian, parent, grandparent or a court, even if the beneficiary is mentally competent. Those who do not have a family member or guardian are forced to petition the court, […]


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San Francisco, CA (Law Firm Newswire) September 14, 2015 – Attorneys Michael Gilfix and Mark R. Gilfix of Gilfix & La Poll Associates have co-authored an article about estate planning and taxation in the September 2015 issue of the prestigious Trusts & Estates magazine. In the feature titled “A New Paradigm: Truly Multigenerational Planning,” they present a novel and innovative approach for estate planning with the aim to “help families achieve a diversity of shared goals.” The article suggests a new paradigm in which multiple generations of a family actively participate in planning. The essentials of estate planning — including […]


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San Francisco, CA (Law Firm Newswire) May 8, 2015 – Attorneys from Gilfix and La Poll will appear on NBC’s “Asian Pacific America with Robert Handa” this weekend. Michael Gilfix and Mark Gilfix will discuss how best to provide for those with special needs in the Bay Area’s Asian community. “We are happy to have the opportunity to reach out to local families and talk about their needs and the options available to them,” said Mark Gilfix. “Our message is, “Proper planning is vital, and help is available,” and we’re excited to be able to share it on this program.” […]


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Moorestown, NJ (Law Firm Newswire) May 6, 2012 – On May 11, Begley Law Group attorney Kristen Behrens is speaking at a public seminar about estate planning, guardianship and special needs trusts. Ms. Behrens has extensive expertise in the areas of special needs trusts, estates and trust planning. The event is hosted by Special Parents of Exceptional Children (SPEC), a group founded and run by parents of children with special needs. SPEC meets monthly throughout the school year to provide support and information, and welcomes parents and caregivers of children of all ages and types of needs. Newcomers are always […]


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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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