Questions & Answers

My special needs trust refers to someone called a settlor but my friend's trust has a grantor.  Are these roles different?...

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

I know that a special needs trust cannot pay for food or shelter for an SSI beneficiary without affecting her benefits.  But what about paying for food or shelter for an SSDI beneficiary?...

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

With a special needs trust that requires Medicaid to be paid back following the beneficiary’s death, what is the statute of limitations for that repayment? If Medicaid has not asked to be paid back, when can the proceeds be distributed?...

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

My daughter's first-party special needs trust was paying for several services that weren't covered by Medicaid.  I know that if my daughter dies, the state has the right to recover funds from my daughter's trust for Medicaid services that it...

• Category:
• Medicaid

If you’re currently receiving Social Security Disability Insurance (SSDI), you may want to protect your income by setting up a special needs trust. Receiving financial gifts could jeopardize other related benefits.

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

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?...

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

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.

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

I 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?...

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

I'm my sister's Representative Payee.  Can I establish a trust for her benefit using the money I receive from the Social Security Administration without having to get court approval first?...

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