My daughter's first-party special needs trust was paying for several services that weren't covered by Medicaid. I know that if my daughter dies, the state has the right to recover funds from my daughter's trust for Medicaid services that it...
Once you begin to understand how the gift tax system really works, you may be pleasantly surprised to learn that most people can fund a special needs trust for a person with disabilities with a lot more than $14,000 a...
Life 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.
Trustees 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...
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.
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?...
Is there an organization that evaluates pooled trusts and rates them like other charities?...
In case you haven't thought of checking in with your special needs planner in a while, here are five events that should trigger an immediate call to your attorney.
What is a special needs trust?...
