Volume 31 Issue 1

Veteran's Pension Planning Under the New 2018 Regulations

By  Eric B. Barnes, CELA
This article is designed to help the practitioner understand how to implement these new regulations into specific planning processes, considerations, and strategies in the service of the client.

Planning for Mobility and Independence Without a Car

By  Lisa Caucci, JD, MA
This new tool from the Centers for Disease Control and Prevention can help your clients think about and plan for their future mobility and independence when driving a car is no longer an option.

Avoiding Spousal Impoverishment with HCBS

By  Lindsay C. Jones, Esq.
NAELA successfully advocated for an extension of the spousal impoverishment protections for Medicaid's HCBS

Noted with Sadness

By  NAELA Publications
It is with great sadness that the family of John B. Payne announces his unexpected passing on March 6, 2019.

CAPsules: Tax Opportunities in Taxing Times

By  Hyman G. Darling, CELA, CAP, Fellow
As is commonly known, the federal gift tax exemption is the same as the Federal estate tax exemption, which is currently $11.4 million per person and scheduled to reduce to $5 million as indexed for inflation in 2026, when the 8-year period of the c

What Can You Gain as a NAELA Volunteer?

By  NAELA Publications
Step outside of your comfort zone and join people making a difference in the profession.

Chapter Spotlight: The Texas NAELA Chapter

By  H. Clyde Farrell, CELA, Patricia Flora Sitchler, CELA, Marilyn Miller, CELA, Molly Dear Abshire, CELA, and Wesley E. Wright, CELA
The Texas Chapter gets by with a little help from their friends

Featured Member: An Interview with Wesley E. Wright, CELA

By  Ruth Ratzlaff, Esq.
When not practicing elder and special needs law, Wesley E. Wright, CELA, can sometimes be found portraying George Washington in parades and other events.

SSA Updates to the POMS Impact

By  Joanne Marcus, MSW
Recent changes to the Program Operations Manual System, effective in April 2018, have an impact for trust administrators who make disbursement decisions for beneficiaries of special needs trusts.

Tax Basics of Special Needs Trusts

By  Vincent J. Russo, JD, LLM, CELA, CAP, Fellow
Trusts can be an essential ingredient in the implementation of an asset protection plan for an individual with disabilities

2018 NAELA Summit: The Windy City Welcomes NAELA

By  Wendy Cappelletto, CAP, and Tamara Trujillo, Esq.
From the architectural beauty to the unrivaled food scene, Chicago was the perfect city to host the NAELA 2018 Summit.

2018 NAELA Summit: Seminar Reviews

By  Ruth Ratzlaff, Esq. and Eric Einhart, Esq.
Reviews from 4 sessions at the 2018 NAELA Summit

President's Message: Stronger Together

By  Michael J. Amoruso, Esq., CAP, Fellow
Over the last 10 years, NAELA has firmly committed its resources to support the structure and leadership of our Chapters

2019 Annual Conference: Steer Yourself to Ft. Worth

By  Letha McDowell, CELA, and Wesley Wright, CELA
Technical and critical business skill-based sessions for elder and special needs law practices. May 9–11, 2019, Ft. Worth, Texas

Entering the Medicaid Waiver Middle-Game

By  David Goldfarb, Esq.
The game of chess has three phases: opening, middle-game, and end-game.

Jan/Feb/Mar 2019

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