Whitmore Law Office

  • Home
  • Our Firm
    • Contact
  • Estate Planning
    • Estate Planning Resources
      • FAQs-Health Care Directives
      • FAQs-Joint Tenancy
      • FAQs-Living Trusts
      • FAQs-Powers of Attorney
      • FAQs-Wills
    • Wills & Trusts
      • Special Needs Trusts
      • Transfer on Death Deed
  • Probate
    • Federal Estate Tax
    • Nebraska Inheritance Tax
  • Elderlaw
  • Companies
    • Business Resources
    • Choice of Entity
      • Corporations
      • LLC
      • Partnership
  • Real Estate
  • Testimonials
  • Forms
  • Blog

What Is a Special Needs Trust?

October 24, 2018 by tomwhitmore

What is a Special Needs Trust? A “special needs trust” is a specific type of trust that is established for a person with special needs to supplement the benefits the person with special needs may receive from government programs such a SSI and Medicaid. A properly drafted special needs trust will allow the beneficiary to Read More

Filed Under: Estate Issues, Estate Planning, Medicare/Medicaid, Social Security, Special Needs Trusts

Help for People with Disabilities

October 24, 2018 by tomwhitmore

Help for People with Disabilities Federal legislation adopted in 2015 allows people with disabilities who became disabled before they turned 26 to set aside up to $14,000 a year in tax-free savings accounts without affecting their eligibility for government benefits. Generally a disabled person cannot have assets worth more than $2,000 without forfeiting eligibility for Read More

Filed Under: Estate Planning, Medicare/Medicaid, Social Security, Special Needs Trusts, Vulnerable Adults

Court of Appeals Requires Accident Proceeds To Be Paid To Special Needs Trust

July 31, 2018 by tomwhitmore

Court of Appeals Requires Accident Settlement Funds To Be Paid To Special Needs Trust The Indiana Court of Appeals has ruled unanimously that a trial judge was wrong in refusing to fund a severely injured adult’s special needs trust with $6.75 million in funds from settlement of a suit involving an traffic accident that had Read More

Filed Under: Medicare/Medicaid, Special Needs Trusts, Vulnerable Adults

Guides for Managing Someone Else’s Money

June 15, 2016 by tomwhitmore

Guides for Managing Someone Else’s Money — Millions of people have legal authority to manage money for a family member or a friend, and the number may grow with the aging of the population and the rising number of individuals with disabilities. The Consumer Financial Protection Bureau (CFPB) has developed a package of easy-to-understand booklets to Read More

Filed Under: Fiduciaries, Social Security, Vulnerable Adults

Financial Elder Abuse in Assisted Living Facility

March 10, 2016 by tomwhitmore

Financial Elder Abuse in Assisted Living Facility By Rebecca C. Morgan — We know about under-reporting of elder abuse as well as the rise of financial exploitation. Patrick Egan’s December 6, 2013 post “Tracking a Thief, Once You Know There Is One” in the New Old Age Blog puts a face to the problem. He Read More

Filed Under: Vulnerable Adults

Telephone Scams Preying on Vulnerable Adults

March 10, 2016 by tomwhitmore

Telephone Scams Preying on Vulnerable Adults Criminals use clever schemes to defraud millions of innocent people, often employing sophisticated technology and reinventing age-old scams that pressure people to make snap decisions that prey on a person’s sympathies and vulnerabilities. Persons with disabilities and their family members often become unwitting targets of financial predators. The Federal Read More

Filed Under: Finances, Vulnerable Adults

IRS Warns of Tax-Related Phone Scam

March 10, 2016 by tomwhitmore

IRS Warns of Tax-Related Phone Scam A fast-moving phone scam called the largest of its kind is targeting taxpayers across the country. Victims have reported threats of license suspension, arrest and deportation. What makes this timely scam so tricky? The scammers impersonate Internal Revenue Service (IRS) agents and demand payment for taxes owed, and often: Read More

Filed Under: Finances, Vulnerable Adults

CONTACT US

Whitmore Law Office
7602 Pacific Street, Suite 200
Omaha, NE 68114
info@whitmorelaw.com


(402) 391-2400

Recent Posts

  • If Your Spouse Has Recently Passed, Remember To Update Your Estate Plan
  • Veterans’ Aid and Attendance benefit
  • Benefits Of Naming A Corporate Fiduciary
  • Resources For Older Adults
  • Myths and Facts About Probate

Search

Practice Areas

  • Estate Planning
  • Probate
  • Elderlaw
  • Corporations & Business
  • Real Estate

Disclaimer

The information provided on this web site is not intended to be legal advice. It is intended to convey general information related to selected legal issues. Your access to and use of this website is subject to additional terms and conditions

  • Home
  • Our Firm
  • Estate Planning
  • Probate
  • Elderlaw
  • Companies
  • Real Estate
  • Testimonials
  • Forms
  • Blog
  • About

Copyright © 2025 · Agency Pro Theme on Genesis Framework · WordPress · Log in