Questions & Answers

What is the best book to buy to help with the administration of a special needs trust?...

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

Can a special needs trust have more than one trustee at a time?...

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

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

I receive Supplemental Security Income (SSI) benefits.  If I suddenly receive $10,000, can I immediately gift the money to my adult child who does not have special needs and still maintain SSI eligibility?...

• Category:
• SSI and SSDI

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

What documents are needed to set up a Medicare Set-Aside?...

• Category:
• Settlement Planning

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...

• Categories:
• Medicaid
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• first party
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• special needs trust
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• reimbursement

I am currently receiving Social Security Disability Insurance (SSDI) and my mother, with the help of her attorney, has set up a special needs trust for me. Do I necessarily need a special needs trust and would an inheritance jeopardize...

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