“Continued Attacks on Special Needs Trusts”
Co-author: Keith A Stevens As seen in “Probate Journal of Ohio” May/June 2019. Introduction In spite of statutes and a […]
Most public benefits available for disabled individuals impose harsh, below-poverty limits on assets and income. However, there are often plans by which a disabled individual may hold assets that will not count against his/her limits, while still providing financial benefits to him/her. Isaac Wiles estate, trust and probate attorneys are experienced in establishing first-party special needs trusts and third-party discretionary trusts, as well as coordinating the use of STABLE accounts or pooled trusts.
Not every option is available for every situation, so we work to help identify what is possible for each client. Individual plans must be tailored to the beneficiary’s assets, age, capacity and particular benefit. Because these “safe harbors” may also feature stringent requirements for construction or use, our attorneys help our clients understand their limits, rights, and responsibilities. We strive to find solutions to help disabled individuals and their families supplement their financial needs.
Co-author: Keith A Stevens As seen in “Probate Journal of Ohio” May/June 2019. Introduction In spite of statutes and a […]
In an article published in ABA Journal on March 27, Bill Browning is quoted discussing the growing demand for elder […]
In an article published in Bloomberg Tax’s Compensation Planning Journal on March 1, Bill Browning discusses preserving retirement accounts for middle-class families to protect […]
There is good news and some bad news for builders, developers, contractors and other business owners under the 2017 Tax […]
Medical bills were the biggest cause of U.S. bankruptcies—outpacing bankruptcies due to credit-card bills or unpaid mortgages—according to a survey […]
Effective for the 2018 tax year and ending Jan. 1, 2026, a new income tax deduction known as the “Qualified […]
In an article published in the print and digital editions of Columbus Business First on March 10, 2017, John Lucas […]