Do I Need an Attorney to Set Up a Special Needs Trust?
Do I need an attorney to set up a special needs trust?
See the AnswerGet answers to your long-term care and estate planning issues.
Ask a QuestionDo I need an attorney to set up a special needs trust?
See the AnswerCan the trustee of a special needs trust use trust funds to pay a special needs planner for planning advice?
See the AnswerCan an ABLE account be funded directly from an RMD account (i.e., direct deposit)?
See the AnswerMust a special needs trust be issued in the state from which the beneficiary receives Supplementary Security Income?
See the AnswerCan the trustee (who lives in Texas) of a special needs trust established in California be compensated for their time?
See the AnswerWhere do I even start with being a caregiver for my widowed mother? How can I get paid by the state to take care of her full time?
See the AnswerCan a third-party special needs trust (SNT) purchase life insurance (term or perm) on another individual, and name itself (the SNT) as beneficiary? (For example, a disabled adult child is the beneficiary of a third-party SNT, the SNT is the policy owner, and the insured is a parent with the SNT as the beneficiary.)
See the AnswerCan a first-party special needs trust (funded through a settlement on personal injury) be taxed as a grantor trust if grantors are parents? If treated as a grantor trust, will income taxed to the disabled party jeopardize public benefits?
See the AnswerMy daughter has a third-party trust funded with her money from my parents. Is she entitled to leave any remaining funds after her death to a beneficiary of her choice?
See the AnswerI live in California. I have no one in my life who would be appropriate or qualified to act as my representative payee. The Social Security Administration is requiring me to have a representative payee or lose my Supplemental Security Income (SSI) benefits. What are my options?
See the AnswerDownload one or more of our in-depth guides on special needs topics.
Get your GuideDownload one or more of our in-depth guides on special needs topics.
Get your GuideUnder a newly proposed rule, hundreds of thousands of Supplemental Security Income (SSI) recipients, including many disabled adults and children, would have their benefits cut or lose eligibility entirely.
Read moreSpecial needs trusts enable people with disabilities to receive financial support without losing eligibility for needs-based government benefits such as Medicaid and Supplemental Security Income.
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