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 AnswerMust a special needs trust be issued in the state from which the beneficiary receives Supplementary Security Income?
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 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 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 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 AnswerCan the trustee (who lives in Texas) of a special needs trust established in California be compensated for their time?
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 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 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 GuideThe Social Security Administration encourages electronic payments for efficiency, fraud prevention, and cost reduction, offering direct deposit or a debit card as options for recipients.
Read moreThe ABLE Employment Flexibility Act seeks to allow individuals with disabilities to contribute a portion of their earned income to their ABLE accounts beyond the standard contribution limit.
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