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I live in Illinois and my question is about the legal guardianship of my adult son with disabilities. I am his guardian and my husband is co-guardian. We are divorcing. Does being co-guardians mean we both have to sign for...

My son was disabled prior to age 18 and is now 39. He lives with us at home and draws Social Security benefits on his dad's work record. I will be 62 in June and have applied for early retirement. Will our son be...

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?...