STABLE Accounts and Special Needs Trusts

Estate Planning, Trust & Probate, Joseph P. Mattera, Katrina Wahl, Legal News, Legal News for Individuals, Probate, Estate Planning and Elder Law

Disabled Individuals – Saving for Retirement   In 2014, Congress passed the federal Achieving a Better Life Experience (ABLE) Act. The Act made an ABLE Account possible. An ABLE Account is an investment account that permits qualified persons with disabilities to save and invest money without losing eligibility for certain public benefits. These public benefits…

Medicaid and Ohio Work Requirements

Estate Planning, Trust & Probate, Joseph P. Mattera, Legal News, Legal News for Individuals, Probate, Estate Planning and Elder Law

Several months ago, the U.S. Center for Medicare and Medicaid Services granted approval for Ohio to impose work requirements for those covered by the Medicaid expansion program / the Affordable Care Act (approximately 540,000 people).  Gov. DeWine believes the work requirement is intended to put able-bodied adults served by the Medicaid expansion on a pathway…