Do I Need an Attorney to Set Up a Special Needs Trust?
Do I need an attorney to set up a special needs trust?
See the AnswerGet answers to your long-term care and estate planning issues.
Ask a QuestionDo I need an attorney to set up a special needs trust?
See the AnswerCan an ABLE account be funded directly from an RMD account (i.e., direct deposit)?
See the AnswerMust a special needs trust be issued in the state from which the beneficiary receives Supplementary Security Income?
See the AnswerCan the trustee (who lives in Texas) of a special needs trust established in California be compensated for their time?
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 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 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 AnswerCan the trustee of a special needs trust use trust funds to pay a special needs planner for planning advice?
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 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 GuideLike Amber Alerts for children and Silver Alerts for older adults, Purple Alerts raise public awareness when an adult with a cognitive, intellectual, or developmental disability goes missing.
Read moreABLE accounts are tax-advantaged savings accounts that people with disabilities can use to cover qualified disability-related expenses.
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