Special Needs Trusts

SSI Transfer Penalty Rule Causes Concern

If an applicant for Supplemental Security Income (SSI), a needs-based federal disability benefit, transfers assets out of her name prior to applying for benefits, she could face a stiff transfer penalty that would delay receipt of often vital services.


Is It Time for a Professional Trustee?

In some cases a parent or family member can handle the job of trustee of a special needs trust perfectly well, but in other cases the task can simply become overwhelming. Here are some warning signs that a professional trustee