Broker Check

Special Needs Newsletter

March 2022

Courtesy of
Michael Beloff, CFP®, ChSNC®

Advice on Vice: Do Alcohol, Tobacco and Pornography Count as Special Needs?

What’s a trustee to do when a beneficiary wants to spend special needs trust money on cigarettes, a drink, or a naughty movie?


Medicare to Cover At-Home Covid Tests by 'Early Spring'

Medicare beneficiaries will soon be eligible to obtain up to eight free rapid at-home Covid-19 tests per month, the Biden administration has announced.


Often-Overlooked Tax Credit Expanded, Now Covers More People with Disabilities

Built into the American Recovery Plan Act of 2021 are new rules and income thresholds that expand the pool of taxpayers who qualify for the earned income tax credit. This is good news for single people with disabilities.


Alzheimer's Awaits Nearly All Those with Down Syndrome. Why No Urgency?

With Alzheimer’s the leading cause of death among people with Down syndrome, this population deserves a lot more attention than it currently gets from the medical community and Alzheimer’s researchers, says expert Howard Gleckman.