With a Special Needs Trust, What Is Principal vs. Income?

My daughter lives in HUD-supported housing, and her rent is 30% of her income. It appears that in 2024 distributions from SNTs will count as income, except for distributions of trust principal or when used to pay for health and medical care expenses of a minor (which she is not). How do I determine if an expense is bei...

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As an SNT Trustee, Can the Trust Reimburse Me for Purchases?

I'm the trustee of a special needs trust. If the beneficiary needs something purchased, am I allowed to buy it on my personal credit card and then have the trust reimburse me?

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Is It Allowed for Someone to Have Two Special Needs Trusts?

Can there be two separate special needs trusts opened for a disabled child about to be an adult? One opened by the parents to protect assets that the disabled adult will inherit as well as funds from parents to supplement disabled adult while all are living. The other special needs trust to be used by other relatives t...

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Is It My Right to Have Conservatorship of My Dad?

Can I get conservatorship over my father? He was hit by a car in New York and suffered a traumatic brain injury. I want to know if I have more rights as his eldest son to make all decisions for him over a girlfriend that he has been with for over 30 years.

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Can the Nursing Home Take My Sister's Disability Benefits?

My father is in a nursing home and receives Medicaid. My mother just passed away a month ago, and the nursing home informed me they will be requesting his disability income. I have a sister who also receives disability off of my dad, due to her having cerebral palsy since birth. Since she is a disabled adult child, can...

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I Received a $6K Inheritance. Will I Lose My Benefits?

I am on SSDI, Medicare, and Medicaid. I received a $6,000 inheritance. How do I handle this and not lose my benefits?

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When My Child Is Over 18, Who Chooses Their Guardian?

I have named short-term and long-term guardians for a minor special needs child. My understanding is that will avoid guardianship proceedings in court. Can I do the same once the child is over 18, or do I have to go to court, where judge decides the guardian?

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Can My Son Keep Medicaid Plus Medicare When He Qualifies?

Can my disabled son keep his current medical plan that he has with Medicaid when he qualifies for Medicare early next year? My son is a Disabled Adult Child and is collecting SSI on the work record of my husband, who retired last year. He has an expensive monthly treatment that requires a special authorization with a n...

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Who Is Responsible If the Trustee Abandons His Duties?

My trustee claims that I insulted him in an email, which I did not. I believe he does not want to have to file income taxes on a special needs trust and used this as an excuse to bow out of his role as trustee. He informed me that he has taken all the files relating to the trust and sent them back to the trust's creato...

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Can an SNT Account Pay for Furniture for the Home?

Can a special needs trust account pay for furniture for the home?

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