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Estate and Special Needs Planning Estate and Special Needs Planning Estate and Special Needs Planning Estate and Special Needs Planning
  • About the Firm
    • Testimonials
  • Services
  • Special Needs News
  • Articles & Videos
    • Publications
    • Videos & Podcasts
  • Contact
  • 415-593-9944

Special Needs News

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By Kevin Urbatsch
In Special Needs News
Posted September 6, 2025

Medical Decision-Making for Individuals With Chronic Disease

Legal documents such as advance health care directives, health care powers of attorney, and HIPAA authorizations allow people to maintain control over their care, even if they cannot [...]

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By Kevin Urbatsch
In Special Needs News
Posted August 23, 2025

13 Conditions Added to SSA’s Compassionate Allowances List

The Social Security Administration recently added 13 new conditions to its Compassionate Allowances list, bringing the total to 300.

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By Kevin Urbatsch
In Special Needs News
Posted August 14, 2025

Can a Special Needs Trust Pay a Special Needs Planner?

Can the trustee of a special needs trust use trust funds to pay a special needs planner for planning advice?

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By Kevin Urbatsch
In Special Needs News
Posted August 13, 2025

Estate Planning for Parents of Children With Mental Illness

Planning for the future of a child with mental illness involves careful consideration of their unique needs and circumstances.

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By Kevin Urbatsch
In Special Needs News
Posted August 13, 2025

How to Get an Expedited Reinstatement of Your SSDI Benefits

Since not all disabilities are permanent, some people are able to return to work and no longer need SSDI. But what happens if a person's disability returns or worsens and, again, prevents them [...]

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By Kevin Urbatsch
In Special Needs News
Posted August 13, 2025

SSI and SSDI Recipients: Are Payments by Check Ending?

The Social Security Administration encourages electronic payments for efficiency, fraud prevention, and cost reduction, offering direct deposit or a debit card as options for [...]

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By Kevin Urbatsch
In Special Needs News
Posted August 13, 2025

I Don’t Need SSI or Medicaid. Why Get a Special Needs Trust?

There are many benefits to having a special needs trust that go far beyond the ability to maintain eligibility for SSI or Medicaid. For example, although Social Security Disability Insurance [...]

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By Kevin Urbatsch
In Special Needs News
Posted August 13, 2025

Individualized Education Plans in Special Needs Planning

If you have a child with special needs, you may be wondering how you can ensure that their educational needs will be met and they will get the most out of their school experience. You [...]

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By Kevin Urbatsch
In Special Needs News
Posted August 13, 2025

Have a Disability? Avoid IRA Early Withdrawal Penalties

The early withdrawal penalty has been very effective at forcing retirement plan owners to keep money in their retirement accounts, but if a retirement account owner becomes disabled, the IRS [...]

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By Kevin Urbatsch
In Special Needs News
Posted July 25, 2025

Feds Allow Subminimum Wages for Disabled Workers to Continue

By withdrawing a proposed rule change, the Trump administration is allowing employers to continue to pay workers with disabilities less than minimum wage.

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