Settlement Planning

What Is a Special (Supplemental) Needs Trust?

Special needs trusts (also known as "supplemental needs" trusts) allow a disabled beneficiary to receive gifts, lawsuit settlements, or other funds and yet not lose his or her eligibility for certain government programs. Such trusts are drafted so that the...

Read more

Will Trust Income Affect SSI Eligibility?

Income paid from a special needs trust to a beneficiary will reduce SSI benefits by one dollar for every dollar paid to him or her directly. In addition, payments by the trust to the beneficiary for food or housing are...

Read more

MMSEA: New Teeth for the Medicare Secondary Payer Act

Section 111 of the Medicare, Medicaid, and SCHIP Extension Act of 2007 (MMSEA) adds new mandatory reporting requirements for insurers to determine whether a claimant is a Medicare beneficiary and report claim information. Ignorance of the law in this area...

Read more

Local Special Needs Planners in Your, City

Planner name

Firm Full Name & Name
City, State

Planner name

Firm Full Name & Name
City, State

Planner name

Firm Full Name & Name
City, State

Free

Special Needs Guides

Download one or more of our in-depth guides on special needs topics.

Get your Guide
Learn the secrets of estate planning from an expert

Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts