Questions & Answers

If I create a special needs trust, will I remain eligible for Medicaid and SSI?...

• Categories:
• Public Benefits
• |
• Special Needs Trusts

What investments should I consider to help fund a special needs trust for my child's support? I want to make sure the funds in the trust will last as long as possible. What are the best options and why?...

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

Will a special needs trust (or supplemental needs trust) allow my loved one with disabilities to receive gifts or other money without losing their eligibility for their government benefits? My family wants to help.

• Categories:
• Special Needs Trusts
• |
• Special Needs Planning
• |
• Public Benefits

Should I leave my estate to one of my healthy children and have them use the funds for my disabled child? I'm not sure what to do or if there is a better way to handle this situation if something happens to me.

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

How can a parent leave funds at death to a child with special needs? Should I set up a special needs trust or a supplemental needs trust? What are my options and how will they affect my child’s benefits? ...

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

Does a special needs trust have to pay the state when a beneficiary dies?...

• Categories:
• Special Needs Trusts
• |
• Special Needs Planning
• |
• Public Benefits