Special Needs Answers
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?...
Read moreWhat documents are needed to set up a Medicare Set-Aside?...
Read moreIf you’re currently receiving Social Security Disability Insurance (SSDI), you may want to protect your income by setting up a special needs trust. Receiving financial gifts could jeopardize other related benefits.
Read moreCan the parent of a person with special needs, who is also that person's guardian, serve as the trustee of a special needs trust that will hold a settlement?...
Read moreIf you set up a special needs trust to hold a loved one’s personal injury settlement or to protect government benefits and they no longer need it, you can terminate it based on a change in circumstances.
Read moreI am going to fund my son's special needs trust with a life insurance policy. How do I make it clear that he is not supposed to get anything else from my estate?...
Read moreIf my Medicare Set-Aside runs out of money, who pays for my continuing medical expenses that are related to my accident?...
Read moreI'm my sister's Representative Payee. Can I establish a trust for her benefit using the money I receive from the Social Security Administration without having to get court approval first?...
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.
