Tax Time-Special Needs Edition with Mark Worthington

It is tax time! Annette Hines, host of Parenting Impossible-The Special Needs Survival Podcast and her favorite guest, law partner and husband, Mark Worthington tackle the four top questions people ask about tax preparation and tax reporting.

1. Can I claim my adult child as a dependent?
2. If I charge my adult child room and board when they are living with me, is that taxable income to me? And how does this impact their Supplemental Security Income (SSI)?
3. Taxation of special needs trust and SECURE Act updates.
4. How are caregiver payments such as Adult Family Care (AFC) and Personal Care Attendant (PCA) taxed to the recipient?

Can you imagine the dinner table conversation at their home!? We are so lucky they love talking about taxes and simplifying what can be complicated information. So please join Annette Hines and Mark Worthington as they answer these important and popular tax questions asked by our disability community.

Annette Hines is the founding partner of Special Needs Law Group of Massachusetts, PC, and has been practicing in the areas of Special Needs, Elder Law, and Estate Planning for over twenty years. Her clients include individuals and families of children with special needs, the elderly, and others in the community. She received her BA from the University of Vermont, her MBA from Suffolk University, and her JD from Howard University School of Law.

Ms. Hines was recently presented the NAELA (National Academy of Elder Law Attorneys) Theresa Award for 2021 by the Theresa Foundation in recognition of her outstanding efforts and advocacy for individuals with special needs. She has been recognized as a Distinguished Citizen by ARC Massachusetts and cited for public service by both the Massachusetts State Senate and House of Representatives for her work on behalf of people with disabilities. Ms. Hines was designated a 2016 Top Women of Law from Massachusetts Lawyers Weekly and has been named to the Massachusetts Super Lawyers list every year since 2014.

Mark Worthington is Senior Counsel at Special Needs Law Group of Massachusetts, P.C. Mark received his J.D. from Northeastern University School of Law and his LL.M. in Taxation from Boston University School of Law. He is a Certified Elder Law Attorney (as certified by the National Elder Law Foundation (Massachusetts does not recognize legal specialties for certification)) and past President (2007) of the Massachusetts Chapter of the National Academy of Elder Law Attorneys. Mark has been named to the Massachusetts Super Lawyers list every year since 2008.

In 2018 he stepped down as full-time Professor of Law and Director of the Graduate (LL.M.) Program in Elder Law and Estate Planning at Western New England University School of Law to practice full-time with Special Needs Law Group. He continues as

Have you been searching for a law firm that understands the unique challenges of your family? We can help you at Special Needs Law Group put legal planning in place to protect you and your loved ones now and in the future. Book a free call today with our team or contact us via our website: specialneeds-law.com/contact.