Special Needs Planning


Friday, April 06, 2012

Bill would protect Survivor Benefit Plan for special-needs kids

The “Disabled Military Child Protection Act,” introduced by Rep. Jim Moran, D-Va., on March 29, would allow military retirees who participate in the Survivor Benefit Plan (SBP) to transfer their benefits to a special-needs trust for their disabled children that would be accessible after the retiree dies. Civilian federal retirees are able to establish similar trusts for their disabled children, but there is no equivalent within the military’s retirement system.

http://www.armytimes.com/news/2012/04/military-bill-protects-survivor-benefit-plan-special-needs-kids-040312w/

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Wednesday, November 16, 2011

Special Tax Deductions for Special Education

Here's a good article from Wall Street Journal:

More than six million children in the U.S. fall into the "special needs" category, and their ranks are expanding. The number of those affected by one developmental disability alone—autism—grew more than 70% between 2005 and 2010.

The tax code can help—if you know where to look.

There are numerous tax breaks for education, but the most important one for many special-needs students isn't an education break per se. Instead, it falls under the medical-expense category.

Although students with disabilities have a right to a "free and appropriate" public education by law, some families opt out and others pay for a range of supplemental therapies.

Read the full article:

http://online.wsj.com/article/SB10001424052970203537304577030453437780894.html?mod=googlenews_wsj

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Previous Posts

Bill would protect Survivor Benefit Plan for special-needs kids

Amid Squeeze on Home Equity, A Revival for Reverse Mortgages, WSJ

Special Tax Deductions for Special Education

Protecting Your Parents' Money from Fraud

Compare cost of care across the U.S.

Veteran Con Man Back to Swindling Elderly Veterans (SF Weekly News, 6-29-2011)

Heiress's nurse inherits $30 million — but should she? (msnbc.com)

Caregivers can get help for parents who need it (Portland Press Herald, 6-12-2011)

IRS household employee tax guide (IRS Publication 926 for 2011)

Website for "Children of Aging Parents" offers resources

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The Maine Center for Elder Law, LLC, assists clients with Medicaid (MaineCare) Planning, Planning for VA Aid and Attendance Eligibility, Special Needs Planning, Estate Planning, and Probate, Estate & Trust Administration matters in York County, Cumberland County and nearby Maine counties.


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