Can an ABLE Account Be Funded Directly From an RMD Account?
Can an ABLE account be funded directly from an RMD account (i.e., direct deposit)?
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Ask a QuestionCan an ABLE account be funded directly from an RMD account (i.e., direct deposit)?
See the AnswerCan the trustee of a special needs trust use trust funds to pay a special needs planner for planning advice?
See the AnswerDo I need an attorney to set up a special needs trust?
See the AnswerMust a special needs trust be issued in the state from which the beneficiary receives Supplementary Security Income?
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 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 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 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 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 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 GuideLegal documents such as advance health care directives, health care powers of attorney, and HIPAA authorizations allow people to maintain control over their care, even if they cannot advocate for themselves.
Read moreFor many parents of children with special needs, caregiving is not a temporary role but a lifelong responsibility. This role can be deeply meaningful and filled with love, yet it often comes at a steep personal cost.
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