NEW MENTAL LISTINGS Effective: January 17, 2017 After a revision of the Diagnostic and Statistical Manual (DSM), and thousands of public comments later, the Social Security Administration (SSA) has published significant revisions to its mental impairment listings. SSA had issued a Notice…
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How working after retirement affects Social Security
There are people who wish to work when they have reached their 60s, 70s and beyond, but are concerned that their income will adversely affect their Social Security benefits. However, there is no cause for concern because according to the…
Tagged with: guardianships, Hook Law Center, Social Security, special needs planning, SSA, veterans benefits
How working after retirement affects Social Security
There are people who wish to work when they have reached their 60s, 70s and beyond, but are concerned that their income will adversely affect their Social Security benefits. However, there is no cause for concern because according to the…
Tagged with: guardianships, Hook Law Center, Social Security, special needs planning, SSA, veterans benefits
Gray Divorce: Divorcing During Your Golden Years
Divorce among seniors may not be talked about as much, but it is more common than you would imagine. Stepping into retirement, you may find time on your hands, but you may also discover that you and your partner have…
Parents Establishing a Self-Settled Special Needs Trust For A Child: What Can Go Wrong?
[An article originally published in the Straight Word, March 2016.] By Thomas D. Begley, Jr., CELA A Self-Settled Special Needs Trust is funded with the assets of the individual trust beneficiary. These trusts usually involve funds received as a result…
Tagged with: Federal District Court, New Jersey, South Dakota, SSA, SSI, Stephany Draper, Stetson Law School
PARENTS ESTABLISHING A SELF-SETTLED SPECIAL NEEDS TRUST FOR A CHILD: WHAT CAN GO WRONG?
by Thomas D. Begley, Jr., CELA In an important case arising in South Dakota, the parents of Stephany Draper established a Self-Settled Special Needs Trust into which Stephany’s personal injury settlement was to be deposited. Prior to that case, this…
DISTRIBUTIONS FROM SPECIAL NEEDS TRUSTS RELATED TO VACATIONS
[This article was originally printed in the Straight Word, a publication of the Burlington County Bar Association.] by Thomas D. Begley, Jr., CELA Individuals with disabilities are often able to travel and take vacations. A special needs trust can pay…
Tagged with: ISM, Philadelphia Regional Office, Special Vacations, Spending Money, SSA, Straight Word, Travel Ticket
DISTRIBUTIONS FROM SPECIAL NEEDS TRUSTS FOR CAREGIVERS – PART 1
by Thomas D. Begley, Jr., CELA This is the first part of a two-part article on distributions from special needs trusts for caregivers. It is often necessary for a family to hire a caregiver to assist in providing care for…
FACT GUIDE FOR NATIONAL TRUST TRAINING: THE IMPACT ON SPECIAL NEEDS TRUSTS
[This article was originally printed in the Straight Word, a publication of the Burlington County Bar Association.] FACT GUIDE FOR NATIONAL TRUST TRAINING: THE IMPACT ON SPECIAL NEEDS TRUSTS by Thomas D. Begley, Jr., CELA The Social Security Administration (SSA)…
SSA is Heading For Delays Again After Recent Cutbacks & Years of Improvement
Service Cuts, Computer Problems Cloud Social Security’s 79th Birthday: The Social Security Administration should have reason to celebrate. After all, August 14, 2014, marked the 79th anniversary of the day when President Franklin Roosevelt signed the Social Security Act, which…
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