An integral part of our practice involves planning with the assets of individuals who are disabled or have special needs. These individuals are usually persons who have developmental disabilities, mental illnesses, or who suffer from other severe and chronic or persistent disabilities. We commonly refer to these individuals as supplemental needs beneficiaries and the primary…

I recently received a frantic telephone call from someone whose sister suffered a stroke and was admitted to a hospital. Upon admission, the facility asked if there was a health care proxy appointing an agent to make medical decisions on the patient’s behalf. The sibling answered in the negative. As a result, the hospital refused…

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