Can a Beneficiary Name Their Own Beneficiary?
Can a beneficiary name their own beneficiary to receive assets that are left?
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Ask a QuestionCan a beneficiary name their own beneficiary to receive assets that are left?
See the AnswerI am letting my sister and her husband stay in our basement until they can find an apartment, my brother-in-law is getting SSI, if I don't charge them rent, will his SSI change while they are here?
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 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 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 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 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 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 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 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 GuideIf you rely on Social Security disability benefits programs such as Supplemental Security Income (SSI) or Social Security Disability Insurance (SSDI), the year ahead will offer a somewhat minimal amount of relief financially.
Read moreOver the past year, the Social Security Administration has been making numerous improvements to its SSI program. These changes will make things a bit easier for SSI applicants as well as current recipients.
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