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.

The advent of stringent reporting obligations for claimants entitled to Medicare has triggered a discussion among legal professionals regarding whether Medicare Set-Asides (MSAs) are required in liability cases under preexisting provisions of the Medicare Secondary Payer Act (MSP). In...

It can be very easy for untrustworthy people to steal from a trust designed to benefit a child with special needs, as a recent case from Rhode Island illustrates.