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Julian Gray Associates
954 Greentree Road
Pittsburgh, PA 15220

Elder Law and Special Needs News

October 2019

 To Clients, Colleagues and Friends: 

The 2019 Pittsburgh Walk to End Alzheimer’s is taking place on             Sunday, October 13th at Highmark Stadium. We are proud to be participating as the refreshment sponsor of this important event that raises funds for Alzheimer’s Care, support and research.

Featured Articles

The Secure Act: Proposed Federal Legislation May Affect Your Retirement Accounts
This article sets forth some of the highlights of the SECURE Act and how, if it passes both the House of Representatives and the Senate, it will affect IRAs and other similar retirement accounts.
How to Use a Trust in Medicaid Planning
With careful Medicaid planning, you may be able to preserve some of your estate for your children or other heirs while meeting the Medicaid asset limit.

What's In The News

Most Are Taking Social Security at the Wrong Time
A new report finds that almost no retirees are making financially optimal decisions about when to take Social Security and are losing out on an average of more than $100,000 per household in the process.
Tips for Preventing, Detecting, and Reporting Financial Abuse of the Elderly
Reports of elder financial abuse continue to increase, and the elderly are particularly vulnerable to scams or to financial abuse by family members in need of money.
Funding a Special Needs Trust with Life Insurance: The Basics

Among the many challenges for families is making sure there will always be enough money to provide lifetime care for special needs children.  One solution is to fund a special needs trust with life insurance.

Topics Recently Covered of the Julian Gray Podcast!

"Ask Julian: The Legal Show"

* Long Term Medicaid Planning for Single People
* The Pennsylvania Estate Recovery Act
 * Disability Planning: Where to get Help and What are the Warning Signs
* How Does an Asset Protection Trust Work?

Click Here to Listen to "Ask Julian: The Legal Show"!

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