Special Needs Trust Links

[Guest guest]

I am on a Texas Autism Advocacy list (don't ask why) and this showed

up---looks like it has some good resources, even for people in Illinois!

Ann

**

<http://www.specialneedsalliance.org/home>Articles

Special Needs Alliance

- Providing for a Loved One Through Special Needs

Trusts<http://www.specialneedsalliance.org/common/files/providing%20for%20a%20lo\

ved%20one.pdf>

by Shirley B. Whitenack

- Special Needs Settlement Planning: Preserving Public Benefits and

Enhancing the Injured Party's Quality of

Life<http://www.specialneedsalliance.org/common/files/special%20needs%20settleme\

nt%20planning.pdf>

by Shirley B. Whitenack and Regina M. Spielberg

- Planning for Your Child's Future... What Every Family of a Child with

Special Needs Ought to

Know<http://www.specialneedsalliance.org/common/files/Western%20NY%20Parenting%2\

0SNT%20Article.pdf>

by Bridget O'Brien Swartz

- A Distinction with a Difference: A Narrow Reading of Hobbs v. Zenderman

(10th Cir. Sept. 1,

2009)<http://www.specialneedsalliance.org/common/files/A%20distinction%20with%20\

a%20difference_Kemp%20Scales.pdf>

by Kemp Scales

- Chart of Eligibility & Comparability

Statutes<http://www.specialneedsalliance.org/common/files/Chart%20of%20eligibili\

ty%20and%20comparability%20statutes.xls>

See also: SSI and Medicaid Eligibility For Beneficiaries of Self

(embedded comment to cells C-10 & E-10)

<http://www.specialneedsalliance.org/common/files/SSI%20and%20Medicaid%20Eligibi\

lity%20For%20Beneficiaries%20of%20Self.pdf>

- The Ahlborn Case and What it Means to

Recoveries<http://www.specialneedsalliance.org/common/files/The%20Ahlborn%20Case\

%20and%20what%20it%20means_H.%20Amos%20Goodall_VOICE%20article.pdf>

by H. Amos Goodall, Jr.

- Taxation of Special Needs

Trusts<http://www.specialneedsalliance.org/common/files/taxation%20of%20SNTs%20-\

%20Sandoval.pdf>

by Dennis Sandoval, CELA

A two-part article that first appeared in the NAELA News, published by

the National Academy of **Elder law<http://www.specialneedsalliance.org/#>

** **Attorneys <http://www.specialneedsalliance.org/#>**.

- What is a " Qualified Disability Trust " for Federal Income Tax

Purposes?<http://www.specialneedsalliance.org/taxes.pdf>

by Ron M. Landsman and Fleming

- Dealing with Special Needs Trusts and Retirement

Benefits<http://www.specialneedsalliance.org/common/files/Dealing%20with%20Speci\

al%20Needs%20Trusts%20and%20Retirement%20Benefits.pdf>

by V. Wilcenski and Tara Anne Pleat

In planning for individuals with disabilities, advisors will find

themselves wrestling with the often irreconcilable rules of the tax and

public benefit financing systems. Yet there may be some planning options

that will allow the best of both worlds.

-

Ann Osterling, MA, CCC-SLP/L

Licensed Speech-Language Pathologist

Ann Osterling Therapy Associates

510 S. Staley Road, Suite A

Champaign, IL 61822

Fax: 845-350-6457

aosterling@...

http://osterlingstepforward.blogspot.com/