to Protected Tomorrows TodayTM  from your Advocate  !

In this Issue:

President's Message:     How Can We Trust our Trust?

What is a "Special Needs Planning Lawyer" and how do I find the "right" one for my family?   

Parents should know the ABCs of special needs trusts   


President's Message: How Can We Trust our Trust?

Welcome to Fall! Here in the Midwest, it is has been a spectacular Fall, with stints of warmer weather, cool air starting to creep in, and leaves giving us their spectacular color shows. Amidst all of the beauty, still our life responsibilities surround us each day. It is important to "stop and smell the roses" as they say, and balance that with the important life duties that we have to our families.

In the world of special needs, those duties can feel daunting at times. I know. I watched my parents try to balance a myriad of duties for six children, as well as the extra needs of my sister Marcia. Personally, I too have been thinking through how to best provide for my own boys, one with special needs. It is something we don't even want to think about, because we must live forever, right? But the reality says we need to plan. And our plans need to include special needs trusts. So how DO we know that the estate planning we have done is accurate, timely, and complete? How CAN we trust that we have done all we can legally?

This month, we focus on just that question. We have some wonderful insights inside this issue that I hope will be informative.

And in the meantime, don't forget to stop and take in the beauty of the nature around us. As a good friend once said to me, "THIS day of our life will never come again...make sure to make the best of it".

Warm Regards,




Mary Anne Ehlert, 
President & Founder 

 

What is a "Special Needs Planning Lawyer"
                          and how do I find the "right" one for my family?         By Brian Rubin
   
...The attorney should be experienced not only in drafting the two kinds of Special Needs Trusts,
 but also be experienced dealing with the Social Security Administration...   

Brian Rubin is a practicing attorney since 1976, is the parent of three children, one of whom, Mitchell, has Autism. Brian's law practice, since 1982, when Mitchell was one year old, has been dedicated to serving the legal and future planning needs of his fellow families of children and adults with intellectual disabilities, developmental disabilities, and/or mental illness.
Visit his website for more on Rubin Law                   http://www.rubinlaw.com/


Parents should know the ABCs of special needs trusts
Shelly Schwartz, special to CNBC.com Wednesday, 8 Apr 2015 
 
....when you're the parent of a disabled child who may outlive you, the importance-and complexity-of putting financial safeguards in place takes on new meaning.



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