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If you have an old vehicle that needs replacing, but receive Supplemental Security Income (SSI) benefits, you may be worried about buying another one. How much can you spend without affecting your benefits?...

Does a gift of $14,000 this year to a special needs trust (SNT) qualify for the annual gift tax exclusion? ...

A 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...

Yes, 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.

I 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?...

I 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? ...

When an SSI beneficiary loses his government assistance, how do you cash out his special needs trust?...

If a special needs trust owns the house that the trust beneficiary lives in, who pays for the home expenses -- the trust or the beneficiary?...

We have a brother with special needs -- a documented intellectual disability -- who works full time and does not receive benefits. Our father just died and we have money coming, but he did not include our brother in his...