by law_ewoxi5 | Jul 30, 2015 | Estate Planning News, News, Newsletter Articles, Special Needs Planning
Federal legislation called The Special Needs Trust Fairness Act is struggling to make its way through congress, but has passed a significant hurdle on its way to possible passage. On June 24, 2015, the proposed law cleared the Senate Finance Committee and will now go...
by law_ewoxi5 | Jun 22, 2015 | Estate Planning News, News, Newsletter Articles, Special Needs Planning
It’s not until their child is in early adolescence that most families suddenly realize services and programs relied on for the care of their son or daughter will soon disappear and be replaced by radically different benefits. For some benefits, this transition...
by law_ewoxi5 | May 15, 2015 | Estate Planning News, News, Special Needs Planning
There are three basic types of special needs trusts: first-party special needs trusts, third-party special needs trusts, and pooled trusts. All three varieties of special needs trusts manage resources for a person with disabilities so that person can benefit from...
by law_ewoxi5 | Mar 16, 2015 | Estate Planning News, News, Newsletter Articles, Special Needs Planning
The Achieving a Better Life Experience (ABLE) Act, a new federal law passed this year, gives some people with disabilities or their families the ability to establish tax-free savings accounts that will not affect the ability to qualify for, or maintain, government...
by law_ewoxi5 | Feb 9, 2015 | Estate Planning News, News, Special Needs Planning
Fifty years ago, most people with even moderate special needs were institutionalized throughout their adult lives. Now, thanks in part to societal changes and decades of litigation, most people with special needs, including those with very severe special needs, live...
by law_ewoxi5 | Jan 16, 2015 | Estate Planning News, News, Newsletter Articles, Special Education News, Special Needs Planning
Medi-Cal and Supplemental Security Income (SSI) benefits are not affected by funds held in a properly drafted special needs / supplemental needs trust. However, problems can arise when funds are withdrawn from a special needs trust. This leads to one of the most...
by law_ewoxi5 | Oct 9, 2014 | News
Thank you all for coming to our October 2, 2014 Grand Opening, and for your support as we settle into our new Downtown Modesto digs! It was nice to see the new and familiar faces share this special occasion with us. As you can see from the pictures, we all had a...
by law_ewoxi5 | Sep 30, 2014 | News, Press Releases
We’ve settled into our new Downtown Modesto location and will be hosting our Grand Opening this Thursday, October 2nd. Come join us for drinks and appetizers! Grand Opening TAGRE LAW OFFICE, A Professional Corporation 1100 J Street, Modesto, CA 95354...
by law_ewoxi5 | Apr 3, 2014 | Estate Planning News, News
A recent article in the New York Post about brothers battling over a painting from their uncle’s estate is a reminder about how important it is to designate a destination for your personal property, either through a will or by gifting while you are still alive, in...
by law_ewoxi5 | Apr 3, 2014 | Business Law News, News
If there was ever a Catch-22 situation for business owners, it’s this: most don’t take legal steps needed to protect their wealth until it’s threatened by a creditor or lawsuit – and by then, it’s too late to implement effective asset protection...
