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

My daughter has a third-party trust funded with her money from my parents. Is she entitled to leave any remaining funds after her death to a beneficiary of her choice?...

• Category:
• Estate Planning

Where do I even start with being a caregiver for my widowed mother? How can I get paid by the state to take care of her full time?...

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

My sister has an ABLE account in New York. Can she use the ABLE account to pay for a cruise for her and a companion?...

• Category:
• ABLE Account Information

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