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Special Needs Alliance

Providing for a Loved One Through Special Needs Trustsby Shirley B. Whitenack

Special Needs Settlement Planning: Preserving Public Benefits and Enhancing the Injured Party's Quality of Lifeby Shirley B. Whitenack and Regina M. Spielberg

Planning for Your Child's Future... What Every Family of a Child with Special Needs Ought to Knowby Bridget O'Brien Swartz

A Distinction with a Difference: A Narrow Reading of Hobbs v. Zenderman (10th Cir. Sept. 1, 2009)by Kemp Scales

Chart of Eligibility & Comparability StatutesSee also: SSI and Medicaid Eligibility For Beneficiaries of Self (embedded comment to cells C-10 & E-10)

The Ahlborn Case and What it Means to Recoveriesby H. Amos Goodall, Jr. Taxation of Special Needs Trustsby Dennis Sandoval, CELAA two-part article that first appeared in the NAELA News, published by the National Academy of Elder law Attorneys. What is a "Qualified Disability Trust" for Federal Income Tax Purposes?by Ron M. Landsman and Fleming Dealing with Special Needs Trusts and Retirement Benefitsby V. Wilcenski and Tara Anne PleatIn 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.

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