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News and Blog

Sep
03
2012

Five Topics to Discuss With Your Spouse Before You Retire

You may have a vision for your retirement, but does your spouse share that vision? A recent study found that spouses often disagree about many key retirement details. It is important to work together to come up with a plan you both can accept.

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Aug
31
2012

How to Recognize and Prevent Abuse of People with Special Needs

For a variety of reasons, people with special needs are more likely to suffer physical, mental and financial abuse than are others. This means that their friends and families need to be more vigilant than most when it comes to recognizing and combating abuse.

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Aug
31
2012

New Rule May Make It Harder for Trusts to Reimburse Family Members for Travel Expenses

One type of expense that a special needs trust has been able to cover is reimbursing family members for their costs when they travel to visit the trust beneficiary (the person with special needs). Due to a recent rule change, this may no longer be possible in the case of certain trusts.

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Aug
30
2012

Divorce and the Child With Special Needs: Income Deeming and Child Custody

Child support can cause problems due to a complicated process that the Social Security Administration (SSA) uses to evaluate household income for people who receive Supplemental Security Income.

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Aug
30
2012

5 Issues to Consider When Creating a Special Needs Trust

Here are some of the questions you will need to consider in guiding your attorney to create a special needs trust.

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Aug
20
2012

IRS to Crack Down on IRA Tax Rules

If you have an individual retirement account, now is the time to make sure you have been complying with tax rules. The Internal Revenue Service is going to start cracking down on individual retirement accounts in an effort to collect penalties from taxpayers who do not follow rules regarding maximum contributions and minimum distributions.

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Aug
14
2012

Legal DIY Web Sites Are No Match for a Pro, Consumer Reports Concludes

After road testing three leading Web sites that help you create your own will, power of attorney, and other important legal documents, Consumer Reports has concluded that none of the will-writing products is likely to entirely meet your needs unless those needs are extremely simple.

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Aug
13
2012

Medicare's Observation Policy Comes Under Scrutiny

Seniors are often unexpectedly required to pay for nursing home care following a hospitalization because they were considered to be under "observation" in the hospital, rather than an inpatient. Medicare is launching a pilot program to determine whether relaxing its payment rules can help patients who require nursing home care after a hospital stay and then are charged thousands of dollars. The new program may make it easier for hospitals to label patients as inpatients.

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Jul
26
2012

Child Support and Supplemental Security Income: A Primer

Because access to Supplemental Security Income (SSI) depends on a beneficiary's income and resources, even small increases in income can cause a reduction or loss of SSI benefits. Unfortunately, when an SSI beneficiary's parent is ordered to pay child support, those payments can end up ruining the beneficiary's access to government benefits.

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Jul
26
2012

Choosing an Investment Advisor for a Special Needs Trust

In many cases, the trustee of a special needs trust should hire a professional investment advisor. Here are some guidelines for selecting one.

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DISCLAIMER:The information contained in this website is based on Oregon law and is subject to change. It should be used for general purposes only and should not be construed as specific legal advice by Fitzwater Meyer Hollis & Marmion, LLP or its attorneys. Neither this website nor use of its information creates an attorney-client relationship. If you have specific legal questions, consult with your own attorney or call us for an appointment.