Written by Robert Nickerson So, here’s a scenario I see all the time: We’ll have a family with an adult loved one with special needs come in. They talk about how they would like a Limited Conservatorship to set up because it’ll help set up financial responsibility with them or someone that can manage the…

Written by Robert T. Nickerson As parents, ensuring the well-being and protection of our loved ones is vital. Estate planning serves as a vital tool in safeguarding our legacy and assets for future generations. To underscore the importance of thoughtful estate planning, let’s examine the tragic case of Allan H. Goldman, a Manhattan real estate…

Written by Robert Nickerson When it comes to planning for your family’s future, there’s a lot to think about, especially if you have a loved one with special needs. One big decision is whether to go with a Will-based plan or a trust-based plan. Let’s break it down in a way that’s easy to understand…

Written by Robert T. Nickerson 🎄✨ Joyful News for SSI Beneficiaries this Holiday Season! ✨🎄 Greetings, dear readers! We bring tidings of good cheer and valuable information for our friends receiving Supplemental Security Income (SSI) during this festive season. 🎁 Double the Delight: Two Payments this December! 🎁 ‘Tis the season of giving, and the…

Written by Robert T. Nickerson In an era dominated by technological advancements, the landscape of estate planning has encountered a new challenge—one that strikes at the heart of familial bonds. Recent times have witnessed a surge in scammers utilizing artificial intelligence (AI) to replicate the voices of loved ones, exploiting the emotional vulnerabilities of unsuspecting…

Written by Robert T. Nickerson Estate planning is a crucial aspect of managing one’s wealth and assets, ensuring the smooth transition of resources to loved ones after one’s passing. In the case of iconic musicians Tina Turner and Ike Turner, their divergent estate plans and legacies offer valuable insights into the importance of careful planning…

Written by Jill Roamer J.D. A pooled trust is also known as a d4C trust because it is authorized by US Code 1396p(d)(4)(C). It is established and managed by a non-profit organization and is funded by the individual with special needs, for that individual’s sole benefit. An individual’s pooled trust is a subaccount within a…

Written by Jill Roamer J.D.  CIPP/U In recent years, there have been technological breakthroughs to help folks with disabilities—robotic limbs, telepresence robots, and platforms to assist with communication. These new technologies give some the ability to be more independent and lead more fulfilling lives. Now, there is a new wheelchair that can be controlled by…