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 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 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 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 a special needs trust pay for vehicle insurance?
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 AnswerMust a special needs trust be issued in the state from which the beneficiary receives Supplementary Security Income?
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 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 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 GuideNavigating the job market and achieving career growth can come with unique challenges for individuals with disabilities. To this end, the U.S. government has developed resources tailored to support people with disabilities, including veterans, in their career development journeys.
Read moreEvery family has different needs and circumstances when assessing whether a special needs trust or ABLE account is the better option for their loved one with disabilities.
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