Special Needs Answers
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...
Read moreCan the trustee (who lives in Texas) of a special needs trust established in California be compensated for their time?...
Read moreMust a special needs trust be issued in the state from which the beneficiary receives Supplementary Security Income?...
Read moreCan 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 moreMy 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 moreWhere 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 moreIf 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 moreI 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 moreMy sister has an ABLE account in New York. Can she use the ABLE account to pay for a cruise for her and a companion?...
Read moreAsk us a question and we'll respond if possible. We receive a large number of questions and are unable to answer every one. But if you don't hear back, many questions are best answered by a local special needs planner. To find a qualified special needs planner near you, click here.
