Questions & Answers

I receive Medicaid due to disability in one state.  How long can I be out of state before losing Medicaid benefits?...

• Categories:
• Health Care
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• Public Benefits

Social Security Disability Insurance (SSDI) is a federal insurance program that provides a cash benefit and eventual Medicare eligibility to people who are unable to work due to serious and ongoing disabilities. Since SSDI is an insurance program and not...

• Categories:
• SSI and SSDI
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• Public Benefits
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• Disability Issues

When a family has more than one child with special needs, the last thing it wants is more complexity. At the same time, most families with multiple children with special needs are stretched financially and desperately need to preserve access...

• Categories:
• Special Needs Trusts
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• Special Needs Planning
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• Public Benefits

The trustee of a special needs trust recently faced the dilemma of whether to allow trust funds to be spent on pay-per-view pornography that had been requested by the trust's beneficiary. Was this permitted, the trustee wanted to know, and,...

• Categories:
• Special Needs Trusts
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• Special Needs Planning
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• Public Benefits

Government programs like Medicaid and Supplemental Security Income (SSI) provide essentials, such as medical care, food, clothing and shelter. Special needs trusts are designed to supplement, not replace, this kind of basic support.

• Categories:
• Special Needs Trusts
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• Special Needs Planning
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• Public Benefits

What is a special needs trust, and what is it used for?...

• Categories:
• Special Needs Trusts
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• Public Benefits
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• Special Needs Planning

Special Needs 101

Often, parents of children with special needs don't consider creating a special needs trust until their child turns 18 or sometimes even later, when the child requires government benefits like Medicaid or Supplemental Security Income (SSI). But special needs trusts...

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

Most parents of children with special needs are well versed when it comes to their child's government benefits. What many parents don't often think about is the effect that their own estate plan can have on their child's benefits.

• Category:
• Medicaid

The trustee of a special needs trust (SNT) has all of the duties of any trustee, plus specific added responsibilities due to the special needs of the beneficiary. All trustees are responsible for: Appropriate investment of trust property Bookkeeping and accounting of...

• Categories:
• Special Needs Trusts
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• Special Needs Planning
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• Financial Planning
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• Public Benefits