Questions & Answers
Who Is Responsible If the Trustee Abandons His Duties?
My trustee claims that I insulted him in an email, which I did not. I believe he does not want to have to file income taxes on a special needs trust and used this as an excuse to bow out of...
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- Special Needs Trusts
Can I Leave One-Third of My House to a Special Needs Trust?
I have three children and one is an incapacitated adult child. I would like to prepare a will that leaves my house to the three children but puts one-third of the house in a special needs trust to benefit my...
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- Special Needs Trusts
Will My Daughter Eventually Have to Apply for SSDI on Her Own?
My daughter is receiving Social Security Disability Insurance (SSDI) from her dad's SSDI because she gets more that way than on her own account. But is there an age at which she will age out of his SSDI benefits and have...
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- SSI and SSDI
Do Co-Guardians Have to Make Every Decision Together?
I live in Illinois and my question is about the legal guardianship of my adult son with disabilities. I am his guardian and my husband is co-guardian. We are divorcing. Does being co-guardians mean we both have to sign for...
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- Disability Issues
Can Son Draw Social Security on Both Parents' Work Records?
My son was disabled prior to age 18 and is now 39. He lives with us at home and draws Social Security benefits on his dad's work record. I will be 62 in June and have applied for early retirement. Will our son be...
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- SSI and SSDI
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- Public Benefits
Is There a Limited Value for a Car an SSI Recipient Can Buy?
If you have an old vehicle that needs replacing, but receive Supplemental Security Income (SSI) benefits, you may be worried about buying another one. How much can you spend without affecting your benefits?...
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- SSI and SSDI
- |
- Public Benefits
Will a Contribution to an SNT Qualify for the Gift Tax Exclusion?
Does a gift of $14,000 this year to a special needs trust (SNT) qualify for the annual gift tax exclusion? ...
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- Special Needs Trusts
Will a Divorced Couple’s Separate SNTs for Their Children Cause Problems?
A divorced couple has separate special needs trusts (SNTs) for their two special needs adult children. The father has one trust for each beneficiary and the mother also has one trust for each beneficiary. The father does not want the...
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- Special Needs Trusts