Questions & Answers

How do I get a service dog for my daughter with special needs?...

My cousin has a special needs trust set up with funds from a home sale and a small amount of estate from her deceased father. She has special needs, is disabled, and receives Social Security Disability Insurance (SSDI) along with...

• Categories:
• Special Needs Trusts
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• SSI and SSDI
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• Medicare
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• Medicaid
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• Estate Planning

Can an ABLE account be funded directly from an RMD account (i.e., direct deposit)?...

• Categories:
• ABLE Account Information
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• Financial Planning

Can a third-party special needs trust (SNT) purchase life insurance (term or perm) on another individual, and name itself (the SNT) as beneficiary? (For example, a disabled adult child is the beneficiary of a third-party SNT, the SNT is the...

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

I have a son-in-law who is on dialysis and Medicaid. I want to gift him $29,000 from my wife and myself. Will this affect his Medicaid eligibility or incur a penalty?...

• Category:
• Medicaid

Can the trustee of a special needs trust use trust funds to pay a special needs planner for planning advice?...

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

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

I live in California. I have no one in my life who would be appropriate or qualified to act as my representative payee. The Social Security Administration is requiring me to have a representative payee or lose my Supplemental Security...

• Category:
• SSI and SSDI

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