Special Needs Answers
What Do I Need to Set Up a Medicare Set Aside Trust?
What documents are needed to set up a Medicare Set-Aside?...
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- Settlement Planning
Questions & Answers
Can a Guardian be a Trustee?
Can 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?...
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- Special Needs Trusts
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- Settlement Planning
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- Estate Planning
How Do I Get Rid of a Special Needs Trust?
If you set up a special needs trust to hold a loved one’s personal injury settlement or to protect government benefits and they no longer need it, you can terminate it based on a change in circumstances.
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- Special Needs Trusts
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- Settlement Planning
What Happens If My Medicare Set-Aside Runs Out?
If my Medicare Set-Aside runs out of money, who pays for my continuing medical expenses that are related to my accident?...
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- Public Benefits
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- Settlement Planning
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- Health Care
What If You Have a Medicare Set-Aside and Don't Need Care?
Is there any way to use the funds in your Medicare Set-Aside (MSA) trust even if you don't need further treatment for your injury?...
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- Settlement Planning
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- Health Care
Who Pays, Workers Comp or Medicare?
I needed to have surgery while I was negotiating the establishment of a Medicare Set-Aside to hold funds from a workers' compensation claim. Now both workers' comp and Medicare are refusing to pay for the bill. Who pays?...
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- Health Care
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- Settlement Planning
How to Use a First-Party Special Needs Trust
A Special Needs Trust (SNT) can preserve the financial security and lifestyle of a person with special needs. It allows the individual to benefit from supplemental resources while still qualifying for public benefits.
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- Special Needs Trusts
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- Special Needs Planning
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- Settlement Planning
Special Needs 101
Will Trust Income Affect SSI Eligibility?
Income paid from a special needs trust to a beneficiary will reduce SSI benefits by one dollar for every dollar paid to him or her directly. In addition, payments by the trust to the beneficiary for food or housing are...
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- Special Needs Trusts
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- Public Benefits
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- SSI and SSDI
What Is a Special (Supplemental) Needs Trust?
Special needs trusts (also known as "supplemental needs" trusts) allow a disabled beneficiary to receive gifts, lawsuit settlements, or other funds and yet not lose his or her eligibility for certain government programs. Such trusts are drafted so that the...
Read more- Categories:
- Special Needs Trusts
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- Special Needs Planning
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- Public Benefits
