Special Needs Answers
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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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...
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?...
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
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?...
Read moreIs a First-Party Special Needs Trust Taxed as Grantor Trust?
Can 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?...
Read moreCan My Daughter Leave Remaining Trust Funds to Someone?
My 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?...
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