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By Your Side Special Needs Planning Newsletter

March 2021

A NOTE FROM OUR DESK:

It appears remote seminars will need to continue for the foreseeable future. Look for spring dates next month.
 
You can also join us monthly for our live videos on the first Tuesday of every month at 1:00 Eastern.
 
We remain optimistic that we will be able to host in-person programs this fall, including our annual client appreciation receptions  If you haven't attended one of these events in the past, and would like an invitation, be sure your Client Care Program membership is current!
 
Please continue to stay safe.
 
Thanks,


-Scott

THIS MONTH'S ARTICLES

Is It Possible to Put a Retirement Plan in a Special Needs Trust?
Retirement plans often make up a significant portion of assets.  Can a retirement plan be put into a special needs trust?  As with many legal questions, the answer is "it depends."
Biden Administration Undoes Key Trump Regulations Affecting People with Disabilities
In its first three weeks in office, President Biden’s administration reversed a range of high-profile Trump Administration regulations that affected people with disabilities.
Closing of Social Security Offices Has Triggered a Sharp Drop-Off in New SSI Recipients
In the latest sign of the pandemic’s ongoing and disproportionate impact on low-income people with disabilities, the number of new Supplemental Security Income (SSI) recipients hit its lowest level on record in January.
Disability-Friendly Places to Live in the U.S.: WalletHub’s Latest Survey
How do cities stack up for people with disabilities seeking the best place to live? To help answer this and more questions, the consumer finance website WalletHub has issued its latest annual Best & Worst Cities for People with Disabilities.

FACEBOOK LIVE

Monthly Webinar

On the first Tuesday of every month, at 1:00pm ET, we offer a free, 15-30 minute discussion on estate planning, elder law, or special needs planning issues.

You can join us by either calling in, toll free, at 1-774-220-4000 and entering the ID number 49855 to listen; or by visiting our Facebook Page to watch the live stream.

Our next call-in seminar will be on Tuesday, April 6th, at 1:00 p.m. ET. The topic will be "Spring Clean Your Estate Plan."

 

The Law Firm of Brogan & Yonkers is by your side with Estate Planning and Elder Law services. We're located in Marquette, Michigan, and Munising, MI, with satellite offices in Sault Ste. Marie, Manistique, Escanaba, Houghton, Iron Mountain, Menominee, and Ironwood. The experienced team at Brogan & Yonkers is dedicated to helping families across Michigan’s Upper Peninsula and Northern Wisconsin.

Marquette Office
(906) 228-6212
 
 

 
Munising Office
(906) 387-4160
 

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