Categories Elder Law/Special Needs Planning, Monthly Newsletter

Understanding the three types of special needs trusts

Whether you have a child with a mental or physical disability or you have a disability yourself, you may want to create a special needs trust to protect assets while maintaining eligibility for government benefits. This financial planning tool may allow you to...

Using a special needs trust to care for a loved one

On Behalf of O'Donnell, Weiss & Mattei, P.C. | Dec 15, 2020 | Categories Elder Law/Special Needs Planning, Monthly Newsletter

If you have a loved one who has a disability, you may want to use your estate plan to improve his or her quality of life. Still, if your loved one is eligible for government programs, you do not want a cash gift to interfere with the funds he or she receives. A...

OWM Newsletter – What is a Special Needs Trust?

by OWM Law | Jan 31, 2019 | Categories Elder Law/Special Needs Planning, Monthly Newsletter, Firm News

FEATURE ARTICLE – “What is a Special Needs Trust” by Rebecca A. Hobbs, Esquire. OWM FIRM NEWS & UPCOMING EVENTS – Thomas (“Tip”) P. McCabe, Esq., David A. Megay, Esq., and Rebecca A. Hobbs, Esq. have upcoming information sessions. Read Full Newsletter

Owm Newsletter Special Needs Planning 2018 Tax Changes Able Accounts

by OWM Law | Dec 29, 2018 | Categories Elder Law/Special Needs Planning, Monthly Newsletter, Firm News

FEATURE ARTICLE – “Special Needs Planning: 2018 Tax Changes to ABLE Accounts” by Rebecca A. Hobbs, Esquire. OWM FIRM NEWS & UPCOMING EVENTS – Thomas (“Tip”) P. McCabe, Esq., David A. Megay, Esq., and Rebecca A. Hobbs, Esq. have upcoming information sessions. Read...

OWM Newsletter – Spotlight on TriCounty Active Adult Center

by OWM Law | May 11, 2018 | Categories Elder Law/Special Needs Planning, Monthly Newsletter, Firm News

FEATURE ARTICLE – Kathleen M. Martin, Esq., CELA discusses the various programs and services that TRAAC offers to members. STAFF SPOTLIGHT – Meet Hilda M. Wilson, Billing Coordinator PRESS RELEASE – O’Donnell, Weiss & Mattei, P.C. is Growing Again OWM FIRM NEWS...

OWM Newsletter – Elder Law and Special Needs Planning

by OWM Law | Jan 12, 2018 | Categories Elder Law/Special Needs Planning, Monthly Newsletter, Firm News

FEATURE ARTICLE – Rebecca A. Hobbs, Esquire, CELA, summarizes the practice of Elder Law and Special Needs Planning, which includes the counseling and representing older persons as well as persons that have a disability, their representatives and families. STAFF...

Categories Elder Law/Special Needs Planning, Monthly Newsletter

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