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 AnswerGet answers to your long-term care and estate planning issues.
Ask a QuestionMy 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 AnswerMy 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 AnswerMy 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 AnswerMust a special needs trust be issued in the state from which the beneficiary receives Supplementary Security Income?
See the AnswerI 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 AnswerCan a beneficiary name their own beneficiary to receive assets that are left?
See the AnswerCan a special needs trust pay for vehicle insurance?
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 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 AnswerIf 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 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 GuideThere are some misconceptions surrounding pooled trusts, which are valuable tools for those in need of long-term care when their income exceeds Medicaid's limits.
Read moreIn a new report, an independent committee outlines recommended strategies for improving community integration for the more than 7 million people in the U.S. with intellectual and developmental disabilities.
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