Special Needs Answers
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.
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 moreI'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?...
Read moreCan you prepare a will and special needs trust online without a lawyer?...
Read moreI live in one state but my son lives in a group home in neighboring state. Where should I establish a special needs trust for his benefit?...
Read moreUnder the SSI, SSDI and Medicaid rules, is the guardian of a beneficiary with disabilities able to act as trustee of a third-party special needs trust?...
Read moreWhen your family has more than one child with special needs, do you need more than one special needs trust? Most families with multiple children with special needs are stretched financially. Is this affordable? ...
Read moreThe trustee of a special needs trust recently faced a dilemma. Should the trustee allow trust funds to be spent on pay-per-view pornography that had been requested by the trust's beneficiary? Was this permitted? ...
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.
