Special Needs Answers
Yes, but be aware that a co-trustee can be held responsible for another co-trustee’s breach of a fiduciary duty. Thus, it is important that all co-trustees pay close attention to everything that is done in the administration of the trust.
Read moreI 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...
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