Special Needs Trusts

Serving as a trustee of a special needs trust can be time-consuming and complicated, which is why trustees are entitled to compensation. Payment is usually a flat fee based on trust assets or an hourly rate.

If you are administering a first-party special needs trust, pay attention to who is benefiting from items purchased by the trust or you could cause problems with the beneficiary's government benefits.

Our son receives Supplemental Security Income (SSI) due to a heart condition.  He is about to receive an inheritance and we would like to protect it with a special needs trust.  What is the best type of trust for him?...

What is the best book to buy to help with the administration of a special needs trust?...

Can a special needs trust have more than one trustee at a time?...

My special needs trust refers to someone called a settlor but my friend's trust has a grantor.  Are these roles different?...

I 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?...

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?...

The 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.