Special Needs Answers
I have a patient who receives Supplemental Security Income (SSI) but can't manage her own money. Can we set up a special needs trust to receive her benefits and use them for her benefit over the course of the month?...
Read moreI have an adult son who receives both Social Security Disability Insurance (SSDI) and Medicare. Is there an interstate agency that assists with moves from one state to another so my son will not lose eligibility for government benefits? ...
Read moreWhen an SSI beneficiary loses his government assistance, how do you cash out his special needs trust?...
Read moreIf a special needs trust owns the house that the trust beneficiary lives in, who pays for the home expenses -- the trust or the beneficiary?...
Read moreWe have a brother with special needs -- a documented intellectual disability -- who works full time and does not receive benefits. Our father just died and we have money coming, but he did not include our brother in his...
Read moreCan a special needs trust pay for the beneficiary's doctor-prescribed special diet?...
Read moreIs there an organization that evaluates pooled trusts and rates them like other charities?...
Read moreI 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 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.
