|Don’t Put Off Until Tomorrow What You Can Do Today|
|Was your mother like mine, always using phrases like that to emphasize her points? Well, in this case, she is right. I’d like to share a true story that just happened regarding a client of mine.|
As an estate planner, I frequently receive calls when a person is terminally ill and needs to get an estate plan done quickly. I have notarized wills and powers of attorney in hospital rooms, rehabilitation centers, and in hospice settings. Those are the lucky ones because we were able to execute them. Last month, however, I met with someone who had health problems, but she still thought she had ample time to do a will and power of attorney. After I completed the drafts, but before she signed them, she passed away, unfortunately–much more quickly than she or her spouse had anticipated. The legal effect of the unsigned drafts? None–it is as if she had done nothing at all, and her wishes for her estate are just that, unfortunately.
Make Mom proud and don’t put off making yours.
In March, I attended the national conference for special education attorneys and advocates and was overwhelmed with the amount of information presented there. For an attorney practicing special education law, it was like Christmas morning as I attended each workshop, eager to unwrap new practice tips and little known laws. And for the more well-known laws, it was great to take a deeper dive into them and learn creative ways to make them work for the client.
One of the workshops I attended dealt with classroom observations. This can be such a helpful tool for parents who are unsure if their child’s placement is appropriate. While there is no federal right to observe (sorry my New Hampshire friends, but keep reading, as you are not totally out of luck!), in Massachusetts, schools must allow parents or their designees to observe the child in his her current or proposed program. This right extends to both academic and non-academic components. The visit should be of sufficient duration and extent to allow the parents to evaluate whether the child can make effective progress.
Although there is no federal right to an observation, the Supreme Court ruled that collaboration is an important part of the federal law on disabilities. Thus, in order for parents to have meaningful participation (as required by law), they need to be able to observe. The school cannot deny an observation request on privacy concerns as the law relating to protection of educational records does not apply to observations. Parents can–and should–request an observation as part of an independent evaluation.
It is a good idea to have an educational consultant or other expert conduct the observation. He or she will know exactly what to look for and what to ask (always interview the staff!). And should you end up in a legal dispute at some point, the expert’s observation will hold more weight than a parent’s.
But for now, it’s too early to think about school–enjoy your summer!
Last month, I was honored to be invited back to my alma mater (Boston University) to speak with current student-athletes about the characteristics and skills that helped me as a former student-athlete in my professional life. While I enjoyed sharing what I could with the athletes sitting at my table, I enjoyed even more hearing from the other alumni in the room their “one piece of advice” they had for the college juniors embarking on job searches.
Some of the suggestions were typical: network as much as possible, be careful with social media, take advantage of LinkedIn. But quite a bit of the advice could apply to all of us, in any area of our lives, so I thought I would share some of the best tips here.
- Be open to new possibilities, including those you never thought about.
- Treat your colleagues like teammates.
- Be flexible: sometimes opportunities exist where you never thought you’d find them.
- Volunteer doing something you enjoy.
- Love what you do or do something else.
I can find truth in all of these. I graduated college at 21, full of hope that I would be the next Hannah Storm. Four years and dozens of audition videos later, I accepted the fact that it was not to be and thought about other career choices, including coaching college softball. It was only through answering an ad to be an adjunct writing professor that I fell into law and subsequently fell in love with the study and practice of it. And now–during the spring–I feel like I spend more time in my volunteer capacity as girls softball commissioner and coach than I do in my full-time practice!
Oh, and I should tell you what I said: Look for opportunities to send thank you notes. And on that “note,” thank YOU for being a current or former client, referring someone to me, recommending my services, giving me advice, or just being a good teammate and friendly voice.
|Recently, I gave a presentation to parents about special needs trusts. These trusts, if carefully drafted, allow beneficiaries to have their cake and ice cream: an inheritance from their parents and their public assistance. If not drafted properly, however, the recipient’s government benefits could be reduced or even eliminated. One participant shared the story of her uncle’s trust, referred to by the family as “The Oops Trust” because her disabled uncle wound up as the beneficiary of a trust that did just that: it disqualified him from continuing to receive his public assistance. The well-meaning relative believed she was doing something good by creating a trust for her son, but in fact, she made it more difficult for him, and as a result, he ends up with less than he would have had if the trust had been drafted properly.|
The day after that presentation, I received a call from a man wishing to create a special needs trust for his stepson, who was receiving government benefits and had just come into a sizable inheritance. The man was doing the right thing: calling right away to find out the best way to protect his stepson’s benefits. Unfortunately, once again, a well-meaning relative left an inheritance to the disabled beneficiary outright, rather than into a special needs trust. Because the money rightfully belonged to the beneficiary once the relative died, it was now in his name, precluding his stepfather from creating a third-party trust that could allow the stepson to receive all of his state benefits and distributions from the trust. The man was very dismayed to find out that any trust created at this point would have to include a payback provision to the state.
If you have a child with a disability who may one day receive public benefits, make sure your relatives do not leave inheritances to him or her outright. It may seem like an awkward conversation to have, but if you know they plan to leave your child money, it is safe to assume that they would not want their gift to adversely affect your child!