Special Needs Answers
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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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...
Read moreCan 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?...
Read moreWhat's a Special Needs Trust For, and How Can It Help?
How Can I Use a First-Party Special Needs Trust?
Medicaid vs. Medicare - What's the Difference?
People with special needs may qualify for a variety of government benefits, including Medicaid and Medicare. What's the difference?...
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Special Needs 101
Do I Need an Attorney to Set Up a Special Needs Trust?
Do I need an attorney to set up a special needs trust?...
Read moreI 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...
Read moreCan 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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