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John Bair

Freezing Your Credit After the Equifax Breach

In this tech-savvy era, our clients at Milestone Consulting and our wealth management clients at Monolith Advisors are increasingly expressing their concerns about the security of their financial data. High-profile security hacks like the recent Equifax breach are even more […]

John Bair

Army-Navy to play in NJ in 2021- Philadelphia 4 more times

Getting on a bus at 5am might have been the best experience to see a football game. The trip to Veterans memorial stadium took about 6 hours. As freshman or plebes, we wore our uniform on the bus, watched the […]

John Bair

Choosing A Trustee To Administer Your Child’s Special Needs Trust

Selecting a trustee to administer your child’s special needs trust is one of the most consequential, and difficult, choices a parent can face. Many parents hope to designate themselves as trustee, a natural choice when your own child’s welfare is […]

John Bair

The Basics & Benefits Of Third-Party Special Needs Trusts

In a previous post, we went in-depth on first-party special needs trusts, which can be funded using the beneficiary’s assets, including the proceeds from a legal settlement or an inheritance. Today, we’ll discuss the second main form of special needs […]

John Bair

Will Push For School Choice Leave Students With Disabilities Behind?

In laying out its plan for American education, the Trump Administration has put particular emphasis on school choice, signaling ambitions to expand publicly-funded voucher programs that give parents the ability to send their children to charter, magnet and private schools. […]

John Bair

What Is Person-Centered Planning?

People with disabilities often require support from other people and institutions. Along with numerous non-profits, the government has multiple agencies that offer a range of “services” for people with disabilities. In the vast majority of cases, these social services were […]

John Bair

Milestone Sponsors LGBT Caucus at American Association for Justice

At Milestone Consulting, we take great pride in our ongoing relationships with legal professionals that bring passion and compassion to everything they do. One such relationship is with Laura Yaeger, an accomplished attorney affiliated with Morgan and Morgan, a Tampa-based […]

John Bair

Spend Down & Special Needs Trusts: Financial Security After Settlement

Millions of children with disabilities rely fundamentally on Supplemental Security Income (SSI) benefits to live healthy, well-supported lives. In fact, more than 15% of SSI recipients are under the age of 18, according to the latest data compiled by the Social Security Administration. […]

John Bair

Transitions: Building Post-High School Goals Into An IEP

As a society, we’ve agreed that every child, no matter what, deserves to reap the benefits that a high-quality education can promise. Legislators have even written this right into federal law, passing the Individuals with Disabilities Education Act (IDEA) in 2004, which […]

John Bair

Settled and your client is on Medicaid, now what? What is a pooled special needs trust?

State based government benefits like Medicaid, Social Security Income(SSI), food stamps and HUD housing benefits are vital to making it emotionally and financially each and every month. These benefits are income tested, although in some states they are also asset […]