Questions & Answers

Is there a maximum amount that a special needs trust (SNT) will allow for a new car purchase?...

My husband is disabled and on SSI. I will be inheriting money when my parents pass away. Everything is in their will. If my husband needs nursing home care in the future, what is the lookback time, and is there...

• Categories:
• Medicaid
• |
• SSI and SSDI

My friend was the conservator of her intellectually disabled long term partner. She died suddenly and didn't name a successor. What steps do I need to take to become his conservator?...

How do I become the legal guardian of my mentally and physically handicapped daughter?...

How do I get a service dog for my daughter with special needs?...

My cousin has a special needs trust set up with funds from a home sale and a small amount of estate from her deceased father. She has special needs, is disabled, and receives Social Security Disability Insurance (SSDI) along with...

• Categories:
• Special Needs Trusts
• |
• SSI and SSDI
• |
• Medicare
• |
• Medicaid
• |
• Estate Planning

Can an ABLE account be funded directly from an RMD account (i.e., direct deposit)?...

• Categories:
• ABLE Account Information
• |
• Financial Planning

Can a third-party special needs trust (SNT) purchase life insurance (term or perm) on another individual, and name itself (the SNT) as beneficiary? (For example, a disabled adult child is the beneficiary of a third-party SNT, the SNT is the...

• Categories:
• Special Needs Trusts
• |
• Estate Planning

I have a son-in-law who is on dialysis and Medicaid. I want to gift him $29,000 from my wife and myself. Will this affect his Medicaid eligibility or incur a penalty?...

• Category:
• Medicaid