Special Needs Answers
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 moreCan someone have a special needs trust if they don't have any disabilities? Other trust options may be more helpful depending on a person's unique situation. Without a disability, a special needs trust isn’t necessary. ...
Read moreWe have a brother with special needs -- a documented intellectual disability -- who works full time and does not receive benefits. Our father just died and we have money coming, but he did not include our brother in his...
Read moreOur son receives Supplemental Security Income (SSI) due to a heart condition. He is about to receive an inheritance and we would like to protect it with a special needs trust. What is the best type of trust for him?...
Read moreWhat is the best book to buy to help with the administration of a special needs trust?...
Read moreCan a special needs trust have more than one trustee at a time?...
Read moreMy special needs trust refers to someone called a settlor but my friend's trust has a grantor. Are these roles different?...
Read moreCan the parent of a person with special needs, who is also that person's guardian, serve as the trustee of a special needs trust that will hold a settlement?...
Read moreI am going to fund my son's special needs trust with a life insurance policy. How do I make it clear that he is not supposed to get anything else from my estate?...
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.
