Questions & Answers

Must a special needs trust be issued in the state from which the beneficiary receives Supplementary Security Income?...

• Categories:
• Special Needs Trusts
• |
• SSI and SSDI

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?...

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

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)?...

• Category:
• Special Needs Trusts

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...

• Category:
• Special Needs Trusts

Can a special needs trust pay for vehicle insurance?...

• Category:
• Special Needs Trusts

My nephew lives in a group home and has a special needs trust (SNT). He wants my husband and I to take him on a vacation. He is not able to go without us taking him. Can he pay for...

• Category:
• Special Needs Trusts

I'm on Medicaid and SSI. I'll be receiving a financial inheritance within the next year or less. Can I deposit my own inheritance in a Third-Party Special Needs Trust and spend it on myself? I really need to be able...

• Category:
• Special Needs Trusts

I'm receiving SSDI. I'm on Medicaid. Can a special needs trust rent an apartment? Can a special needs trust be a co-tenant on a lease?...

• Category:
• Special Needs Trusts

My daughter lives in HUD-supported housing, and her rent is 30% of her income. It appears that in 2024 distributions from SNTs will count as income, except for distributions of trust principal or when used to pay for health and medical care expenses...