Special Needs Trusts

In the first part of a two-part series, we explore initial steps for trustees to take when it comes time to terminate a special needs trust.

There are some times when an SSI or SSDI beneficiary is responsible for notifying the government of a change in their life. Missing a required notification could result in a loss of benefits.

A new survey of nearly 4,000 Medicare beneficiaries has found that Medicare beneficiaries who are younger than 65 receive fewer medical services, have a harder time paying for the medical care that they do receive, and are more likely to...

Several federal agencies recently proposed new regulations that will prevent banks from completely freezing bank accounts that receive certain benefit payments, including Social Security Disability Insurance payments, Supplemental Security Income, and Veterans benefits.

In some cases, the donor of a special needs trust may want to provide an extra level of assistance to the trust's beneficiary by naming a trust adviser to assist the trustee with trust management. ...

If you don't know one trustee who knows all there is to know about caring for a person with special needs, you may want to consider setting up a care committee for your special needs trust.

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...

It is possible to qualify for benefits from the Social Security Administration, like Supplemental Security Income (SSI), without a birth certificate.

Many disabled people rely on SSI, Medicaid or other government benefits to provide food and shelter. You may have been advised to disinherit your child with special needs - the child who needs your help most -- to protect that...