
Special Needs Planning
NY Special Needs Planning Educational Brochures
- SSI Eligbility and Special Needs Trusts
A properly drafted special needs trust (SNT) will allow the recipient to continue to receive Supplemental Security Income (SSI) and Medicaid benefits. Learn more >
Download
- Supplemental Security Income
Supplemental Security Income (SSI) is a need-based income program for the aged, blind and disabled who have limited income and assets. Learn more >
Download
- Buying A Home for a Person with Disabilities
How can a personal injury settlement or special needs trust be used to buy a home? Here are five strategies. Learn more >
Download
- Selecting The Trustee
What options and considerations do you have when selecting the trustee of your special needs trust? Learn more >
Download
- Avoiding Legal Malpractice
Is it malpractice to fail to preserve your client's Supplemental Security Income (SSI) and Medicaid eligibility before you obtain a personal injury settlement? Learn more >
Download
- Special Needs Trusts for Litigation Proceeds
If an award from a personal injury case is paid to a plaintiff receiving certain public benefits, that person can lose those benefits. Find out how to protect litigation proceeds - and public benefits. Learn more >
Download
- Striking a Balance with Structured Settlements
Structured settlements, also known as annuities, provide a stream of income on a periodic basis, typically monthly for the settlement of personal injury claims. Learn more when this type of settlement is appropriate. Learn more >
Download
- What Happens When I Turn 18?
When a child is longer a minor, natural guardianship ends. Learn how turning 18 effects Supplemental Security Income (SSI), Medicaid, and guardianship for a person with special needs. Learn more >
Download


New York City Office
Westchester Office
Dutchess Office