Questions & Answers
I Need a Representative Payee for SSI. What Are My Options?
I live in California. I have no one in my life who would be appropriate or qualified to act as my representative payee. The Social Security Administration is requiring me to have a representative payee or lose my Supplemental Security...
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- SSI and SSDI
Can I Be Paid as an SNT Trustee If I Live in Another State?
Can the trustee (who lives in Texas) of a special needs trust established in California be compensated for their time?...
Read moreMust an SNT Be Issued in the State Where I Get SSI?
Must a special needs trust be issued in the state from which the beneficiary receives Supplementary Security Income?...
Read more- Categories:
- Special Needs Trusts
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- SSI and SSDI
Is a First-Party Special Needs Trust Taxed as Grantor Trust?
Can a first-party special needs trust (funded through a settlement on personal injury) be taxed as a grantor trust if grantors are parents? If treated as a grantor trust, will income taxed to the disabled party jeopardize public benefits?...
Read more- Categories:
- Special Needs Trusts
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- Settlement Planning
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- Public Benefits
Can My Daughter Leave Remaining Trust Funds to Someone?
My daughter has a third-party trust funded with her money from my parents. Is she entitled to leave any remaining funds after her death to a beneficiary of her choice?...
Read more- Category:
- Estate Planning
Where Do I Start to Become a Caregiver for My Widowed Mom?
Where do I even start with being a caregiver for my widowed mother? How can I get paid by the state to take care of her full time?...
Read moreI'm on SSDI. Can My Pay Go to a Special Needs Trust?
If someone were on Social Security Disability Insurance (SSDI) and were elected to a political office, could they have their pay go to a special needs trust (SNT)?...
Read more- Category:
- Special Needs Trusts
Can a Special Needs Trust Pay for Legal Fees?
I am a disabled adult and the beneficiary of a special needs trust (my uncle is the current trustee). I'm having some issues with my landlord, and would like to know if the special needs trust can pay for legal...
Read more- Category:
- Special Needs Trusts