Special Needs Trusts

One question that typically comes up when an attorney is drafting a special needs trust for a beneficiary whose disability may end at some point is whether the attorney can write a clause into the special needs trust stating that...

Parents and grandparents of people with special needs have a unique opportunity to make life much easier for their children or grandchildren by creating a first-party special needs trust while they are still living.

If an applicant for Supplemental Security Income (SSI), a needs-based federal disability benefit, transfers assets out of her name prior to applying for benefits, she could face a stiff transfer penalty that would delay receipt of often vital services.

not all special needs trusts are required to reimburse the government for Medicaid expenses incurred by the trust's beneficiary when they pass away.

SSDI payments, like old-age Social Security retirement benefits, can be taxed, depending on the SSDI beneficiary’s other income. Here is a short primer to explain how the IRS taxes these important benefits.

Gift cards are the most popular holiday gifts, but they can cause problems for recipients who receive Supplemental Security Income (SSI). Here are some things to consider before purchasing a gift card for a person with special needs during this...

When you start a new job you may be offered a wide range of employee benefits. If you are the parent of a child with special needs . . .

When Richard West, a 63-year-old veteran with muscular dystrophy, caught his home health care provider overbilling the state of New Jersey for services that it provided to Medicaid patients, he never expected that the state would reward him for his...

In most cases, transferring resources out of a Supplemental Security Income (SSI) applicant's name will result in the imposition of a penalty period. ...