Can I Administer My Special Needs Trust Without a Lawyer?
What is the best book to buy to help with the administration of a special needs trust?...
Read moreWhat is the best book to buy to help with the administration of a special needs trust?...
Read moreCan a special needs trust have more than one trustee at a time?...
Read moreMy special needs trust refers to someone called a settlor but my friend's trust has a grantor. Are these roles different?...
Read moreI 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?...
Read moreWith 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 moreThe Social Security Administration (SSA) recently issued an Emergency Message to all personnel requiring workers to specifically inform Supplemental Security Income (SSI) applicants or beneficiaries of the reasons a special needs trust has been rejected by the agency.
Read moreTrustees of special needs trusts are frequently approached by family members of trust beneficiaries who would like to be paid as caregivers for the beneficiaries. While the Social Security Administration (SSA) currently does not explicitly prohibit payment of family caregivers...
Read moreLife insurance provides a unique opportunity for many families to guarantee the financial security of their loved ones with special needs without placing a significant financial strain on other family members. ...
Read moreWhen an SSI beneficiary finds out that they will receive an inheritance, their first reaction may be to refuse it. But this refusal, also known as a "disclaimer," might worsen things for the beneficiary.
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