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Sinclair Prosser Gasior

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Home / Archives for Special Needs Trust

10 Essential Estate Planning Facts

May 16, 2014 by Sinclair Prosser Gasior

  “You may delay, but time will not,” Benjamin Franklin. Everyone knows that they need an estate plan, but few of us do anything about it. In fact, according to a 2007 study, more than 55% of Americans don’t even have a simple Will.  And yet, the clock is ticking for all of us. So why don’t more of us actually put together an estate plan?  For some, it’s a morbid fear that by thinking about death, … [Read more...] about 10 Essential Estate Planning Facts

Filed Under: Beneficiary Designations, Divorce Protection, Estate Planning, Estate Tax, Healthcare Directives, Healthcare Power of Attorney, Joint Tenancy, Living Trusts, Pet planning, Planning for Minor Children, Probate, Probate avoidance, Special Needs Trust, Trusts, Wills Tagged With: American Academy of Estate Planning Attorneys, American Academy of Estate Planning Attorneys http/www.aaepa.com, Asset Protection, Blended Families, Comprehensive Estate Plan, Estate Plan, estate planning, Estate Planning Attorney, Estate Taxes, Funding, Incapacity Planning, Inheritance Planning, Law Changes, Legacy Planning, Living Wills, Powers of Attorney, Privacy, Revocable Living Trust Benefits, Same Sex Couples, Singles, Special Needs Planning, Wills and Trusts, WNAV Radio http://www.wnav.com, wpdiary.net/sinclairprosserlaw

“Ten Essential Estate Planning Facts” – Audio

May 15, 2014 by Sinclair Prosser Gasior

  "Ten Essential Estate Planning Facts" by Attorney Nicole Livingston … [Read more...] about “Ten Essential Estate Planning Facts” – Audio

Filed Under: Beneficiary Designations, Charitible, Divorce Protection, Estate Planning, Estate Tax, Healthcare Directives, Healthcare Power of Attorney, Living Trusts, Pet planning, Planning for Minor Children, Probate, Probate avoidance, Special Needs Trust, Taxes, Trustee, Trusts, Wills Tagged With: American Academy of Estate Planning Attorneys, American Academy of Estate Planning Attorneys http/www.aaepa.com, Asset Protection, Blended Families, Charitable Giving, College Planning, Comprehensive Estate Plan, Digital Assets, Estate Plan, estate planning, Estate Planning Attorney, Estate Planning Checklist, Estate Planning Documents, Estate Planning Goals, Estate Taxes, Funding, Gifting, Incapacity Planning, Inheritance Planning, Inheritance Tax, Law Changes, Legacy Planning, Medical Directive, Privacy, Revocable Living Trust, Singles, Special Needs Planning, WNAV Radio http://www.wnav.com

A Definition of Five Special Needs Trusts

March 14, 2014 by Sinclair Prosser Gasior

There are many types of Special Needs Trusts but the following are the Five most common. When you set up your estate plan, whether it is a Last Will and Testament or a Revocable Living Trust, it is important to give consideration to a family member or members who are receiving government benefits, such as Social Security Income, Medicaid, Housing Benefits or Financial Aide.  This includes a … [Read more...] about A Definition of Five Special Needs Trusts

Filed Under: Beneficiary Designations, Estate Planning, Special Needs Trust Tagged With: (c)(2)B(iv) Trust, D4(a) Trust, D4(c) Trust, Estate Plan, Estate Planning Documents, Financial Aide, Gifting, Housing Benefits, Medicaid, Social Security Income, Special Needs Planning, Special Needs Trusts

“A Definition of Five Special Needs Trusts” (Audio) YOUR ESTATE MATTERS

March 13, 2014 by Sinclair Prosser Gasior

  "A Definition of Five Special Needs Trusts" by Attorney Colleen Sinclair Prosser … [Read more...] about “A Definition of Five Special Needs Trusts” (Audio) YOUR ESTATE MATTERS

Filed Under: Beneficiary Designations, Estate Planning, Living Trusts, Special Needs Trust, Trusts, Wills Tagged With: (c)(2)B(iv) Trust, D4(a), D4(c), Financial Aide, Gifting, Government Benefits, Housing Benefits, Medicaid, Revocable Living Trust, Social Security Income, Special Needs Child, Special Needs Planning, Special Needs Trusts

Why Should I Have My Estate Plan Reviewed Every Five Years? (Audio)

February 25, 2014 by Sinclair Prosser Gasior

  "Why Should I Have My Estate Plan Reviewed Every Five Years?" by Attorney Brooke J. Shemer … [Read more...] about Why Should I Have My Estate Plan Reviewed Every Five Years? (Audio)

Filed Under: Beneficiary Designations, Divorce Protection, Estate Planning, Estate Tax, Healthcare Directives, Healthcare Power of Attorney, Special Needs Trust, Trustee, Trusts, Wills Tagged With: Asset Protection, Blended Families, Estate Taxes, Financial Power of Attorney, Funding, Inheritance Planning, Medical Directive, Revocable Living Trust, Special Needs Planning

“What is an Estate Plan?”

August 2, 2013 by Sinclair Prosser Gasior

    To answer this question, you need to know the definition for “estate”.  Your estate is everything you own while you are living.  It is your house, your cars, your bank accounts, your investment accounts, stocks, bonds, mutual funds, and your “stuff” i.e. furniture, jewelry, big screen television, etc. You need an estate plan so that your family has a clear understanding as to who should … [Read more...] about “What is an Estate Plan?”

Filed Under: Estate Administration, Estate Planning, Healthcare Directives, Living Trusts, Planning for Minor Children, Special Needs Trust, Trusts Tagged With: Blended Families, Incapacity Planning, Legacy Planning, Living Wills, Medical Directive, Powers of Attorney, Singles, Special Needs Planning

“By Their Side, Inc. – Lifelong Advocates for Marylanders with Developmental Disabilities”

July 19, 2013 by Sinclair Prosser Gasior

  800x600 In my practice of law, I work with clients who have family members and loved ones with developmental disabilities.  Naturally they are concerned about what will happen to their loved one when they are no longer able to care for them.  Of course, the first step is to create a Special Needs Trust. A Special Needs Trust allows a parent, grandparent or guardian to provide funds for a … [Read more...] about “By Their Side, Inc. – Lifelong Advocates for Marylanders with Developmental Disabilities”

Filed Under: Estate Administration, Estate Planning, Special Needs Trust Tagged With: Special Needs Planning

YOUR ESTATE MATTERS – Audio

July 17, 2013 by Sinclair Prosser Gasior

   "By Their Side - Lifelong Advocates for Marylanders with Developmental Disabilities" by Attorney Colleen Sinclair Prosser … [Read more...] about YOUR ESTATE MATTERS – Audio

Filed Under: Special Needs Trust Tagged With: Developmental Disability Planning, Special Needs Planning, www.ByTheirSide.org

Listen to “Your Estate Matters!” tomorrow morning (Tuesday) at 8:50 a.m. on WNAV Radio

July 15, 2013 by Sinclair Prosser Gasior

   Make sure to tune in to WNAV Radio on 1430 AM or 99.9 FM on Tuesday mornings at 8:50 a.m.  for YOUR ESTATE MATTERS!  Attorneys Colleen Sinclair Prosser, Nicole Livingston and Paula M. Mattson-Sarli relate cutting edge estate planning information.  The topic tomorrow is "By Their Side - a Maryland Non-Profit Organization that Provides Lifelong Advocacy for the Developmentally Disabled" by … [Read more...] about Listen to “Your Estate Matters!” tomorrow morning (Tuesday) at 8:50 a.m. on WNAV Radio

Filed Under: Special Needs Trust Tagged With: Special Needs Planning, www.ByTheirSide.org

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5 Stars

We initiated estate planning following a presentation by Sinclair Prosser Attorney Jon Gasior. We were so impressed, we contracted with them to complete our estate planning. Subsequently, we assembled information on our assets and Sinclair Prosser Gasior did the rest. Correspondence was communicated to our financial institutions and the estate was established. We were very pleased with the courteous manner of the Sinclair Prosser Gasior staff. However, it was their professionalism that made us satisfied we chose this firm to handle our estate. We have nothing but praise for Sinclair Prosser Gasior .

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