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367-A North Parkway Suite 5 PO Box 12488 Jackson, 38305 | 731-661-0665 | www.nancychoate.com



The Law Office of Nancy L. Choate

367-A N. Parkway, Suite 5

Jackson, TN 38305

731-661-0665


The Law Office of Nancy L. Choate is a law firm providing comprehensive strategic solutions in the areas of estate planning, trust and probate administration, business planning, elder law and special needs planning.  For more information, visit our website at www.nancychoate.com.


Tax Deductions and Credits for People with Disabilities and Their Families

If you or your spouse have a disability, or if you care for a dependent with a disability, you may be able to qualify for one or more tax credits and deductions.

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Senate Passes Special Needs Trust Fairness Act; Focus Shifts to House

The Senate has unanimously approved the Special Needs Trust Fairness Act, a bill that would allow people with disabilities to create their own first-party special needs trusts without having to rely on others.

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Transferring Assets Could Create a Long Waiting Period When It Comes Time to Apply for SSI

In most cases, transferring resources out of a Supplemental Security Income (SSI) applicant's name will result in the imposition of a penalty period. Here is how the transfer penalty works.

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Recent Case Spotlights Problem of Excluding People with Special Needs From Gifting Plans

Parents giving gifts to children will sometimes provide nothing to the child with special needs while giving substantial amounts to the child’s siblings. This planning strategy can lead to trouble, as a recent Wisconsin case highlights.

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