August 29, 2019

 Say hello to Chris Ray!

His practice concentrates on special needs planning, probate, Medicaid and adult guardianship/conservatorship matters. He recently became licensed in Washington and is taking on new Medicaid and special needs planning clients.

Chris enjoys educating our community about elder law issues and is a frequent speaker to senior groups, medical and social workers, financial professionals and community groups.

Get to know more about Chris by checking out his bio.

August 21, 2019

Only a small fraction of those eligible for new savings accounts for people with disabilities are using them, according to disability advocates. If participation doesn’t pick up – either through better promotion or Congressional action, or both – some of these state-based programs won’t be sustainable and fees may have to increase.

ABLE accounts, created by Congress in 2014 and named for the Achieving a Better Life Experience (ABLE) Act, are a new tax-free savings vehicle allowing people to sav...

August 19, 2019

If you are in the process of setting up a special needs trust, you must appoint a trustee. This is one of the most important decisions you’ll make about the trust.  The trustee must have the necessary expertise to manage the trust, including making proper investments, paying bills, keeping accounts, and preparing tax returns.  Moreover, the trustee must have an understanding of how each distribution will affect the beneficiary's public benefits. Here are five questions to keep in mind when consi...

August 14, 2019

Raising a grandchild can be tough financially, but grandparents should be aware that there is a tax credit available that could help them. Working grandparents who are supporting their grandchildren may qualify for the earned income tax credit, which could reduce the amount they pay in taxes by thousands of dollars or allow them to receive a refund.

The earned income tax credit is a benefit for working people with low to moderate incomes and dependents, and this includes grandparents. 

To be...

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