This newsletter is from Julian Gray Associates | Send to Friend | Subscribe | Web Version
Main Office:           
954 Greentree Road
Pittsburgh, PA 15220
Peters Township Office:
By Appointment Only

Elder Law and Special Needs News

March 2022

The ABLE Act: Enabling The Disabled

An ABLE account is often established as part of a comprehensive estate plan including a Third Party Supplemental Needs Trust.  Your Certified Elder Law Attorney can explain to you how an ABLE account can enhance your estate plan to protect your assets and your eligibility for needs-based government benefits. 

Things to Remember at Tax Time
Tax day is fast approaching and you want to make sure you're taking advantage of all the deductions and credits you're entitled to.

What's In The News

Alzheimer’s Awaits Nearly All Those with Down Syndrome. Why No Urgency?

With Alzheimer’s the leading cause of death among people with Down syndrome, this population deserves a lot more attention than it currently gets from the medical community and Alzheimer’s researchers, says expert Howard Gleckman.

When a Social Security Recipient Dies, Survivors May Be Eligible for Benefits
When loved ones pass away, there are lots of considerations, including what happens to their Social Security. The decedent’s payments need to be stopped, but survivor’s benefits may be available to the spouse or, in certain cases, children.
Naming a Special Needs Trust as Beneficiary of Your IRA or Retirement Plan

This issue of The Voice® is an update by Lisa Nachmias Davis, CELA, of her original article that appeared in 2014. Ms. Davis is a partner is the New Haven, Connecticut law firm of Davis O’Sullivan & Priest, LLC. She helps clients with estate planning, setting up or administering special needs trusts, qualifying for public benefits and probate and estate settlement; she also represents charities and other nonprofit organizations.


"What Every Caregiver Should Know about Elder Law"

The first of our 2022 Lunch & Learn Webinar Series will cover the important actions to take when caring for a loved one. You will have a better understanding of the medical and financial areas to coordinate and steps to take to get a plan in place.

If you would like to unsubscribe and stop receiving these emails click here.