Do I Need an Attorney to Set Up a Special Needs Trust?

Do I need an attorney to set up a special needs trust?

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Can a Special Needs Trust Pay a Special Needs Planner?

Can the trustee of a special needs trust use trust funds to pay a special needs planner for planning advice?

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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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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?

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Can I Be Paid as an SNT Trustee If I Live in Another State?

Can the trustee (who lives in Texas) of a special needs trust established in California be compensated for their time?

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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?

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Can a Third-Party SNT Be a Life Insurance Beneficiary?

Can 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.)

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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?

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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?

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I Need a Representative Payee for SSI. What Are My Options?

I 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?

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