Can My Daughter Leave Remaining Trust Funds to Someone?

My 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 Answer

Can an ABLE Account Pay for a Vacation?

My sister has an ABLE account in New York. Can she use the ABLE account to pay for a cruise for her and a companion?

See the Answer

Can Our Son Use His SNT to Take Us With Him on Vacation?

My nephew lives in a group home and has a special needs trust (SNT). He wants my husband and I to take him on a vacation. He is not able to go without us taking him. Can he pay for our vacation as well as his with his SNT? He wants to go to Nashville to see some music shows. We live in Alabama. We would get estimates f...

See the Answer

Must an SNT Be Issued in the State Where I Get SSI?

Must a special needs trust be issued in the state from which the beneficiary receives Supplementary Security Income?

See the Answer

Can a Special Needs Trust Pay for Legal Fees?

I am a disabled adult and the beneficiary of a special needs trust (my uncle is the current trustee). I'm having some issues with my landlord, and would like to know if the special needs trust can pay for legal fees in the event I want to hire a lawyer (a lawyer specifically to help with current landlord/tenant issues)...

See the Answer

Can a Beneficiary Name Their Own Beneficiary?

Can a beneficiary name their own beneficiary to receive assets that are left?

See the Answer

Can a Special Needs Trust Pay for Vehicle Insurance?

Can a special needs trust pay for vehicle insurance?

See the Answer

Is a First-Party Special Needs Trust Taxed as Grantor Trust?

Can 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 Answer

Where Do I Start to Become a Caregiver for My Widowed Mom?

Where 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 Answer

I'm on SSDI. Can My Pay Go to a Special Needs Trust?

If someone were on Social Security Disability Insurance (SSDI) and were elected to a political office, could they have their pay go to a special needs trust (SNT)?

See the Answer

Recent Articles