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My trustee claims that I insulted him in an email, which I did not. I believe he does not want to have to file income taxes on a special needs trust and used this as an excuse to bow out of...

I have three children and one is an incapacitated adult child. I would like to prepare a will that leaves my house to the three children but puts one-third of the house in a special needs trust to benefit my...

My daughter is receiving Social Security Disability Insurance (SSDI) from her dad's SSDI because she gets more that way than on her own account.  But is there an age at which she will age out of his SSDI benefits and have...

People with special needs may qualify for a variety of government benefits, including Medicaid and Medicare. It can be difficult to tell the two programs apart, especially because their names are so similar. However, Medicaid and Medicare, which account for...

Special Needs 101

Because beneficiaries of programs like Supplemental Security Income (SSI) and Medicaid must be quite poor to qualify, they can lose their benefits when they come into an inheritance, receive money in their own names from an accident settlement, or merely...

Special Needs 101

A Special Needs Trust (SNT) can play an important role in preserving the financial security and lifestyle of a person with special needs. A properly drafted SNT allows the individual to benefit from supplemental resources while still qualifying for public...

Special Needs 101

In almost all cases where a parent will leave funds at death to a child with special needs, this should be done in the form of a trust. Trusts set up for the care of a child with special needs...

Most parents of children with special needs are well versed when it comes to their child's government benefits. What many parents don't often think about is the effect that their own estate plan can have on their child's benefits.

Under the SSI, SSDI and Medicaid rules, is the guardian of a beneficiary with disabilities able to act as trustee of a third-party special needs trust?...