Questions & Answers

Is there an organization that evaluates pooled trusts and rates them like other charities?...

• Category:
• Special Needs Trusts

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...

• Categories:
• SSI and SSDI
• |
• Public Benefits

Our 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?...

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

What is the best book to buy to help with the administration of a special needs trust?...

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

Can a special needs trust have more than one trustee at a time?...

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

My special needs trust refers to someone called a settlor but my friend's trust has a grantor.  Are these roles different?...

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

I 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?...

• Categories:
• SSI and SSDI
• |
• Special Needs Trusts

If you receive Supplemental Security Income (SSI) benefits, receiving gifts can disqualify you from benefits gift the money. Immediately giving the money to another family member doesn’t avoid the problem.

With 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?...

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