Public Benefits

Rep. Glenn Thompson (R-Pa.) introduced the Special Needs Trust Fairness Act of 2013, a bill that would allow people with disabilities to create first-party special needs trusts to hold their assets without interfering with their access to Supplemental Security Income...

In a recent New York case, an institutional trustee has been ordered to pay back a special needs trust almost $180,000 for its failure to make certain that the beneficiary qualified for available public benefits.

If you are taking on the responsibility of serving as the trustee of a special needs trust you will need a "go-to" reference guide that you can refer to. For most trustees, the 2020 edition of Managing a Special Needs Trust:...

The early withdrawal penalty has been very effective at forcing retirement plan owners to keep money in their retirement accounts, but if a retirement account owner becomes disabled, the IRS will waive the 10 percent early withdrawal penalty.

Unfortunately, when an SSI beneficiary's parent is ordered to pay child support, those payments can end up ruining the beneficiary's access to government benefits.

A bill recently introduced in the U.S. House of Representatives would finally allow military retirees to name special needs trusts as beneficiaries of Survivor Benefit Plans, a change that could dramatically improve the lives of military children with disabilities.

People who receive certain government benefits may be penalized for getting married and living with their spouses. Here's how.

Administering the California Special Needs Trust is the closest thing to having a special needs planner on call, 24 hours a day, no matter what state you're in.

Unique tax benefits are available to families with special needs individuals. Here's a partial rundown offered by a professor of accounting.