Questions & Answers

Do I need an attorney to set up a special needs trust?...

Can the trustee (who lives in Texas) of a special needs trust established in California be compensated for their time?...

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