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9 matches found.
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Anatomy of a Special Needs Trust: Duty of Loyalty
Author:
Patricia E. Kefalas Dudek
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September 10, 2009
This presentation was on behalf of NAELA and reviewed the complex relationships an attorney and/or trustee may have in drafting or administering a trust. There is a loyalty due to the Grantor or Settlor of the trust, as well as a level of responsibility to the beneficiaries.
Article posted by:
Patricia Kefalas Dudek
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Benefits Checklist
Author:
Patricia E. Kefalas Dudek
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September 10, 2009
For administering a special needs trust - used to determine if the beneficiary is getting all the public benefits they can. Provides an extensive list of assistance programs, including eligibility requirements, links and contact information.
Article posted by:
Patricia Kefalas Dudek
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David v. Goliath: One Client's Fight for Attorney Fees and Costs
Author:
Patricia E. Kefalas Dudek and Katherine E. Lionas
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September 10, 2009
As Advocates for folks dependent on needs-based public benefits, we all experience repeated violations of the basic Constitutional rights of due process. When due process rights are violated within the course of the Medicaid eligibility process, or during the administrative hearing phase, an award of attorney fees and costs against the agency may be appropriate and necessary.
Article posted by:
Patricia Kefalas Dudek
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NAELA Fellow Award
Author:
Patricia E. Kefalas Dudek
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September 10, 2009
In April 2009, Ms. Dudek was bestowed the highest honor of the National Academy of Elder Law Attorneys (NAELA) by being named an NAELA Fellow, a designation for those who concentrate practice in the field of Elder Law and meet strict criteria. Only 76 attorneys hold this title throughout the United States.
Article posted by:
Patricia Kefalas Dudek
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NAELA News Magazine
Author:
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September 10, 2009
Ms. Dudek was the featured attorney in the December, 2007 issue of the NAELA (National Assn. of Elder Law Attorneys) News as a champion for people who are disabled.
Article posted by:
Patricia Kefalas Dudek
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Understanding SSDI: How to Get It, Handle Denials or Loss of Benefits, Overpayments, and Coordinate
Author:
Patricia E. Kefalas Dudek and Sanford Mall
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September 10, 2009
SSDI is an income benefit paid by the SSA to a disabled worker who qualifies for benefits. The authors provide a practical and easy to follow set of steps to the appeal of SSDI denials, resolution of overpayment issues, and the practical coordination with other public and private benefits.
Patti Dudek and Sanford Mall provided this presentation on this comprehensive subject at the NAELA Special Needs Program in May 2009.
Article posted by:
Patricia Kefalas Dudek
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Why Plan for the Future
Author:
Patricia E. Kefalas Dudek
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September 10, 2009
The number of individuals in this country with disabilities has grown significantly in the past decade. Advances in medical treatment and technology have led to increased survival rates and longer life expectancies. Future planning is important in order to secure essential services and financial resources for persons with disabilities, especially after the death of their parents. (This article also addresses issues related to eligibility for public benefits.)
Article posted by:
Patricia Kefalas Dudek
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Adults With Disabilities: Prepare for the Future w
Author:
Patricia E. Kefalas Dudek and Martha A. Churchhill
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December 05, 2008
An article published in the Michigan Bar Journal regarding creating a special needs trust without jeopardizing state or federal benefits.
Article posted by:
Patricia Kefalas Dudek
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OBRA-93 Trust Options for Persons With Disabilitie
Author:
Patricia E. Kefalas Dudek
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December 05, 2008
Families who have a loved one with a disability have unique financial and estate planning needs. They question who will look after their child when they are gone. Fortunately, families are learning that trusts exist which can provide for the special needs of a loved one while preserving eligibility for various governmental benefits and services.
Article posted by:
Patricia Kefalas Dudek
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