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Individualized Planning for Individual Needs
It takes careful planning to provide properly for a loved one with a disability. Families with children with special needs have to be aware of financial planning tools like special needs trusts. They also must consider guardianship and transition planning, as well as providing for their loved one in their estate plan.
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Curious Incidents Podcast: High School Graduation and Early Adulthood Transition Planning
Special Education Attorney Arshi Pal, Esq., was a guest on the Curious Incident Podcast episode “High School Graduation and Early Adulthood Transition Planning“ hosted and produced by Attorney Adam Dayan at the Law Offices of Adam Dayan. This podcast delved into the crucial topic of early adulthood and transition planning for
Fundamentals of SSI, SSDI, Medicaid, and Medicare Eligibility
Partner Amy C. O’Hara, CELA®, was invited to present at ParkBridge Wealth Management’s Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility Seminar on November 14th. She detailed the rules of eligibility for these public benefits programs, including how to apply and whether any income and asset limit rules apply for each benefit. ParkBridge Wealth
S.E.L.F. & Wealthspire Advisors: Special Needs Planning – Schools, Trusts, & Beyond
Partner Marion M. Walsh presented on a panel with the Special Education Legal Fund and Wealthspire Advisors in a webinar entitled “Special Needs Planning: Schools Trusts and Beyond.” The webinar focused on financial and educational planning for families with children that have special needs. Moderated by Michael Delgass, Marion presented with other
Considerations in Co-Counseling with an Elder Law and Special Needs Attorney
Partner Amy C. O’Hara, CELA®, presented with Attorney Martin M. Shenkman, Esq., this month on the subject regarding Considerations for Co-Counseling with an Elder Law and Special Needs Attorney on October 11th. Elder law and special needs (ELSN) planning is a specialized area of the law, but one that trust and
Partner Amy O’Hara details the importance to naming beneficiaries to one’s estate plan for financial professionals and their clients
In June 2024, Partner Amy C. O’Hara, CELA®, was invited to give the keynote address at Security Life Mutual’s Advanced Seminar. In this video, Amy addresses the importance of naming beneficiaries and naming heirs in one’s estate plan to mitigate the need for a lengthy probate process.
Partner Amy O’Hara discusses the changes to tax limits as the Tax Cut and Jobs Act of 2017 Expires at Security Mutual Life’s Advanced Seminar
In June 2024, Partner Amy C. O’Hara, CELA®, was invited to give the keynote address at Security Life Mutual’s Advanced Seminar. In this video, Amy discusses the changes in estate taxes as the Tax Cuts and Jobs Act of 2017 is set to expire.
Larchmont Wealth Management Interviews Partner Amy C. O’Hara On the Importance of Estate Planning as Part of Financial Planning
Our friends at Larchmont Wealth Management met with Partner Amy C. O'Hara to discuss the importance of trusts and estates in financial plans for individuals and their families. Trusts and estates can help you shield your assets from taxes and avoid having the government make important financial or health decisions for you
Westchester Institute of Human Development’s Future Planning Webinar: “How Do We Pass The Torch?”
Partner Amy C. O’Hara, CELA®, presented at Westchester Institute of Human Development’s Future Planning Webinar Series on Estate Planning. She covered topics and trends in estate planning in her presentation titled “How Do We Pass The Torch?” This is particularly important for families who have children with special needs. We
Special Needs Planning: Common Errors
Littman Krooks LLP attorney Amy C. O’Hara, Esq. speaks about common errors she sees in special needs planning, such as not being flexible when drafting trusts, not properly selecting trustees, not considering gifting strategies, contingencies in a special needs trust, and more.
Top 10 Considerations Professionals Must Know When Assisting Families with Special Needs
As professionals we often encounter families who have loved ones with disabilities, whether it is physical, cognitive, or mental health. There are many complex legal and governmental issues surrounding planning for someone with disabilities. Proper planning is critical in protecting these individuals. Amy will highlight ten considerations every professional should
