Special Needs Answers
I am the new Representative Payee for a Supplemental Security Income (SSI) beneficiary. The beneficiary was overpaid for over a year and now the Social Security Administration (SSA) is seeking repayment. When and how should I pursue the previous Rep...
Read moreOur son receives Supplemental Security Income (SSI) due to a heart condition. He is about to receive an inheritance and we would like to protect it with a special needs trust. What is the best type of trust for him?...
Read moreWhat is the best book to buy to help with the administration of a special needs trust?...
Read moreCan a special needs trust have more than one trustee at a time?...
Read moreMy special needs trust refers to someone called a settlor but my friend's trust has a grantor. Are these roles different?...
Read moreI 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?...
Read moreI 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?...
Read moreWith 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?...
Read moreWhat documents are needed to set up a Medicare Set-Aside?...
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.
