On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Thursday, August 16, 2018. California applicants for Social Security Disability benefits have the right to appeal a denial. The deadline for preparing an appeal is 60 days after the date on the denial letter from the agency plus five days for mailing time. Although this generally provides a person with sufficient time to prepare an appeal, certain events that prevented a timely appeal could ...
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Effects of new tax law on trusts starting in 2018
On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Monday, August 13, 2018. The administrators of trusts in California have new tax codes to consider. The Tax Cuts and Jobs Act becomes largely effective in 2018 and brings changes to tax deductions for trusts. As individuals have noticed, the tax reforms limit deductions for state and local taxes to $10,000. Because trusts calculate taxable income as if they were individuals, the deduction...
Planning for estate taxation into the future
On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Tuesday, August 7, 2018. People in California with significant estates may want to think about the future of estate taxation even after the major increase in the transfer tax exemption that was included in the 2017 Tax Cuts and Jobs Act. The law, which went into effect in 2018, doubled the exemption on transfer tax to $11.18 million per individual or $22.36 million per married couple. How...
SLAT helps some families take advantage of estate tax exemptions
On behalf of The Elder and Disability Law Firm, APC posted in trusts & trust administration on Monday, August 6, 2018. The significant changes to estate tax law that passed through broad tax legislation in 2017 mean that, at least for a while, only a small portion of the wealthiest families in the country would be subject to the estate tax. These changes, which raised the exemption level from $5.6 to $11.18 million per individual, are set to expire in 2025. Families that would bene...
The importance of appealing a disability examiner's ruling
On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Thursday, August 2, 2018. California residents who file Social Security Disability benefit claims ihave the right to appeal the decision to deny their applications. However, some choose to submit a brand new claim, which means that the application goes through the same review process each time. By appealing the initial denial, the case is reviewed by a different person, and a decision is gen...
How disability benefit cases are decided
On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Tuesday, July 31, 2018. California residents should understand that there are three possible stages to a disability benefits case. The first stage is the initial application, and more than 35 percent of cases are won at this level. If the initial application is denied, the next step is the reconsideration application followed by a hearing in front of an administrative law judge. About 10 to ...
Long-term care planning helps you in later life
On behalf of The Elder and Disability Law Firm, APC on Saturday, July 28, 2018. Long-term care planning might be something you're starting to look into as you're getting older. You know that there is a need to have insurance and plans in place for when you can't take care of yourself any longer or for when you need assistance in your day-to-day life.Many people begin to wonder if they need long-term care plans, because they already have families who are willing to help them. Many f...
Disability claims and arthritis
On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Friday, July 27, 2018. California residents who have arthritis may qualify for Social Security Disability or SSI. Their arthritis may be considered a disabling impairment if it prevents them from being able to work at a substantial gainful activity level. The SGA level is the limit for monthly earnings that the Social Security Administration considers to be self-supporting. Individuals who w...
How to get disability benefits for back pain
On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Tuesday, July 24, 2018. California residents and others who have back pain could be entitled to disability benefits. To determine whether or not an individual should be approved for benefits, an examiner must find that the applicant has experienced a loss of functional ability. Common reasons for back pain include a ruptured disc, arachnoiditis and spinal stenosis among others. An individual...
How medical records and work history affect SSD claims
On behalf of The Elder and Disability Law Firm, APC posted in social security disability on Friday, July 20, 2018. For anyone in California seeking disability payments, the first step is to file an application. This is followed by a disability interview. After an application is on file, it's sent to an agency referred to as disability determination services, or DDS. The next step in the SSD application process involves a review of medical records and work history by a disability ex...