Resources

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Article
10 Ways the Elderly Can Avoid Financial Abuse
Increased dependency due to illness, disability or cognitive impairments can make seniors susceptible to financial abuse.
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Article
Last Chance to Use File and Suspend Strategy for Claiming Social Security Benefits
Time is running out to use a potentially very lucrative Social Security benefits-claiming strategy. Spouses will no longer be able to use the “file and suspend” strategy after April 29, 2016. Beware, however, that the new rules are causing confusion at some Social Security offices.
A parent holding their smiling child in a swimming pool
Article
Guest Speaker For My Daughter’s 7th Grade Career Exploration Class
Armed with movie-theater sized boxes of candy, as soon as I got to the front of the classroom a sweet girl piped up, “Love your shoes!” I liked her immediately. Not to be outdone, the boy sitting next to her, a future lady-killer, shouted, “Love your outfit!” He can now date my daughter in 4 years.
A parent holding their smiling child in a swimming pool
Article
Book Review: Administering the California Special Needs Trust: A Guide for Assisting a Person with a Disability as Trustee of a Special Needs Trust
As a special needs planning attorney and director of a non-profit that administers special needs trusts this book is an essential resource for me, my staff, and clients. While written for California trustees of special needs trusts, these trusts in particular are written to conform to federal statutes and policy.
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Article
Special Needs Trusts: The Basics Every Lawyer Should Know
Learn about special needs trusts with our experienced special needs attorney in Michigan at Michigan Law Center. Read our blog or call for a consultation.
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Article
The New MSA Reporting Requirement And The Probate Practictioner
There is a new CMS (Center for Medicare and Medicaid Services) reporting requirement, Section 111 of the Medicare, Medicaid & SCHIP Extension Act (MMSEA), 42 USCS §1395(y)(b)(8), effective July 1, 2009 that we need to be prepared to advise litigation firms and the court when serving as Guardian Ad Litem.
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Article
Our Kids, Our Future!
On Tuesday, November 8, Chippewa Valley residents will be asked to approve a ballot proposal for a Special Education Enhancement Millage. The proceeds from the 1.2 mill proposal will be used to protect and enhance both special education and general education programs in our district. Every penny will stay in Macomb County and our school district to help local students.
A parent holding their smiling child in a swimming pool
Article
Special Needs Settlement Planning
If you are litigator, particularly a trial lawyer focused on Personal Injury, we can provide you with valuable assistance in the highly specialized area of Special Needs Settlement Planning. As you probably know, Special Needs Settlement Planning encompasses a comprehensive set of legal services that often prove pivotal in the successful long-term settlement of personal injury cases.
A parent holding their smiling child in a swimming pool
Article
Changes to the Bridges Eligibility Manual (BEM) You Need To Know About
For those of us who do not regularly practice elder law and Medicaid planning, there was a significant change to the State Medicaid policy, referred to as the Bridges Eligibility Manual, or the BEM’s. The rules are all easily accessible on-line at www.mich.gov or simply google search Bridges Eligibility Manual and the proper site will be at the top.
Webinar
Gifting to Persons with Disabilities Using an ABLE Account
Planning gifts for a loved one with disabilities requires careful consideration to avoid impacting their eligibility for government benefits. In this webinar, we will explore how ABLE accounts can be a powerful special needs planning tool for gifting to individuals with disabilities.
Webinar
Special Needs Probate 101
Learn the fundamentals of probate in Michigan with a focus on individuals with disabilities. This session will cover key topics such as estate administration for special needs heirs, guardianships for individuals with developmental disabilities, conservatorships, and the vital role of special needs trusts.
Webinar
Preparing For and Managing Supplemental Security Income Benefits
Navigating Supplemental Security Income (SSI) benefits can be complex, but understanding the process is crucial for securing the financial well-being of a loved one with special needs.
Webinar
Guardianship vs. Power of Attorney
Deciding between guardianship and power of attorney is an important decision that can significantly impact the care and protection of a loved one. In this webinar, we will guide you through the key differences between these two legal tools and explain when each is appropriate.
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