Special Needs Trusts

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.

Does a special needs trust have to pay the state when a beneficiary dies?...

SSDI payments, like Social Security retirement benefits, can be taxed, depending on the SSDI beneficiary’s other income. Use this short primer explaining how the IRS taxes these benefits to avoid confusion.

In most cases, transferring resources out of a Supplemental Security Income (SSI) applicant's name will result in a penalty period of up to 36 months. The transfer or sale of resources can be problematic.

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...