Can I Administer My Special Needs Trust Without a Lawyer?
What is the best book to buy to help with the administration of a special needs trust?...
Read moreWhat is the best book to buy to help with the administration of a special needs trust?...
Read moreI receive Supplemental Security Income (SSI) benefits. My car is 19 years old and not so reliable. I'm thinking of driving it to the junk yard and buying another one. How much, maximum, I can spend on it?...
Read moreDoes a gift of $14,000 this year to a special needs trust (SNT) qualify for the annual gift tax exclusion? ...
Read moreA divorced couple has separate special needs trusts (SNTs) for their two special needs adult children. The father has one trust for each beneficiary and the mother also has one trust for each beneficiary. The father does not want the...
Read moreYes, but be aware that a co-trustee can be held responsible for another co-trustee’s breach of a fiduciary duty. Thus, it is important that all co-trustees pay close attention to everything that is done in the administration of the trust.
Read moreI have a patient who receives Supplemental Security Income (SSI) but can't manage her own money. Can we set up a special needs trust to receive her benefits and use them for her benefit over the course of the month?...
Read moreI have an adult son who receives both Social Security Disability Insurance (SSDI) and Medicare. Is there an interstate agency that assists with moves from one state to another so my son will not lose eligibility for government benefits? ...
Read moreWhen an SSI beneficiary loses his government assistance, how do you cash out his special needs trust?...
Read moreIf a special needs trust owns the house that the trust beneficiary lives in, who pays for the home expenses -- the trust or the beneficiary?...
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