Questions & Answers

What documents are needed to set up a Medicare Set-Aside?...

• Category:
• Settlement Planning

My daughter's first-party special needs trust was paying for several services that weren't covered by Medicaid.  I know that if my daughter dies, the state has the right to recover funds from my daughter's trust for Medicaid services that it...

• Category:
• Medicaid

If 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.

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

Can 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?...

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

If 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.

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

I 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?...

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

If my Medicare Set-Aside runs out of money, who pays for my continuing medical expenses that are related to my accident?...

• Categories:
• Public Benefits
• |
• Settlement Planning
• |
• Health Care

I'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?...

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

Can a special needs trust pay for utilities?...

• Category:
• Special Needs Trusts