Posts Tagged
‘special needs planning’

The subject of this article was prompted by a recent list serve request for resources, information or guidance on the impact of personal injury settlements on AHCCCS eligibility, to which I responded as follows: “Determining for which program a claimant is eligible for AHCCCS medical assistance is not a straightforward matter. It depends on whether [...]

Two years ago, new Rule 53 of the Arizona Rules of Probate Procedure (A.R.P.P.) became effective. This author, along with many other probate practitioners, was and remains enthusiastic about the new rule and the alternatives to conservatorship it offers. Rule 53 is not only a rule that should excite the probate practitioner, but also the [...]

Parents with a child with special needs have additional considerations in their estate planning.  Who steps in to care for the adult daughter or son with special needs when the parents are gone?  This article highlights important factors in that decision.  Mission can be part of the solution by serving as the corporate trustee for [...]