Must an SNT Be Issued in the State Where I Get SSI?

Must a special needs trust be issued in the state from which the beneficiary receives Supplementary Security Income?

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Special Needs Trust: Can Home Sale Fund Assisted Living?

My cousin has a special needs trust set up with funds from a home sale and a small amount of estate from her deceased father. She has special needs, is disabled, and receives Social Security Disability Insurance (SSDI) along with Medicare and Medicaid. She needs to move to assisted living because she is no longer safe...

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How Do I Get a Service Dog for My Child With Special Needs?

How do I get a service dog for my daughter with special needs?

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Do I Need an Attorney to Set Up a Special Needs Trust?

Do I need an attorney to set up a special needs trust?

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Can a Special Needs Trust Pay a Special Needs Planner?

Can the trustee of a special needs trust use trust funds to pay a special needs planner for planning advice?

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My Son-in-Law Is on Medicaid. Can I Gift Him $29K in Cash?

I have a son-in-law who is on dialysis and Medicaid. I want to gift him $29,000 from my wife and myself. Will this affect his Medicaid eligibility or incur a penalty?

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Can a Third-Party SNT Be a Life Insurance Beneficiary?

Can 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.)

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I Need a Representative Payee for SSI. What Are My Options?

I 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?

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Can I Be Paid as an SNT Trustee If I Live in Another State?

Can the trustee (who lives in Texas) of a special needs trust established in California be compensated for their time?

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Can an ABLE Account Be Funded Directly From an RMD Account?

Can an ABLE account be funded directly from an RMD account (i.e., direct deposit)?

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