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If you receive Supplemental Security Income (SSI) benefits, receiving gifts can disqualify you from benefits gift the money. Immediately giving the money to another family member doesn’t avoid the problem.

With a special needs trust that requires Medicaid to be paid back following the beneficiary’s death, what is the statute of limitations for that repayment? If Medicaid has not asked to be paid back, when can the proceeds be distributed?...

What documents are needed to set up a Medicare Set-Aside?...

My daughter's first-party special needs trust was paying for several services that weren't covered by Medicaid.  I know that if my daughter dies, the state has the right to recover funds from my daughter's trust for Medicaid services that it...

If you’re currently receiving Social Security Disability Insurance (SSDI), you may want to protect your income by setting up a special needs trust. Receiving financial gifts could jeopardize other related benefits.

Can the parent of a person with special needs, who is also that person's guardian, serve as the trustee of a special needs trust that will hold a settlement?...

If you set up a special needs trust to hold a loved one’s personal injury settlement or to protect government benefits and they no longer need it, you can terminate it based on a change in circumstances.

I am going to fund my son's special needs trust with a life insurance policy.  How do I make it clear that he is not supposed to get anything else from my estate?...

If my Medicare Set-Aside runs out of money, who pays for my continuing medical expenses that are related to my accident?...