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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 April 7, 2025

Deposit Up to $19,000 in Your ABLE Account in 2025

The annual contribution limit for an ABLE account each year typically goes up in line with the annual gift tax exemption.

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By Kevin Urbatsch
In Special Needs News
Posted April 7, 2025

ABLE Accounts: When the Beneficiary Is No Longer Disabled

If an ABLE account has been set up for a person with special needs, what happens to the account if the beneficiary no longer qualifies as “disabled” according to IRS regulations due to medical [...]

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By Kevin Urbatsch
In Special Needs News
Posted April 7, 2025

The Exceptional Family Member Program (EFMP)

Military members who have a dependent living with a disability may face unique challenges. Their loved one may need special medical care or tailored educational services. The Execptional [...]

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By Kevin Urbatsch
In Special Needs News
Posted April 5, 2025

Grant Funding for Children With Special Needs

For parents of a child with disabilities, government agencies have programs designed to help with health care and general expenses. As helpful as these programs can be, in many cases more [...]

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

March Is Brain Injury Awareness Month

Traumatic brain injury (TBI) can range from mild concussions to severe damage and can lead to physical or mental impairments.

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By Kevin Urbatsch
In Special Needs News
Posted February 20, 2025

Special Needs Registries for Individuals With Disabilities

Some behavioral traits caused by a person's medical condition can be interpreted as combative by law enforcement officers. For this reason, registries for individuals with disabilities, [...]

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By Kevin Urbatsch
In Special Needs News
Posted February 20, 2025

Extra Income and SSI Eligibility: A Delicate Dance

Most people would jump at the chance to earn additional income or to receive a large cash gift from a friend or relative. But for SSI recipients, extra income sometimes causes more [...]

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By Kevin Urbatsch
In Special Needs News
Posted February 20, 2025

Funding a Special Needs Trust With a Survivor Benefit Plan

An estimated 20 percent of military-connected children have special needs. Under the National Defense Authorization Act of 2015, [...]

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By Kevin Urbatsch
In Special Needs News
Posted February 20, 2025

Rideshare Apps: Pros and Cons for People With Disabilities

For individuals with disabilities, rideshare services such as Uber and Lyft can be both a valuable resource and a source of frustration.

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

How to Report Income for SSI Benefits

Because Supplemental Security Income (SSI) eligibility and benefit amounts depend on financial need, recipients must report all sources of income to the SSA.

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