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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...

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

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...

What is a special needs trust, and what is it used for?...

Special Needs 101

What is a first-party special needs trust, and when is it useful?...

Special Needs 101

People with special needs may qualify for a variety of government benefits, including Medicaid and Medicare. What's the difference?...

Special Needs 101

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

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

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...