Special Needs Trusts

Is there an organization that evaluates pooled trusts and rates them like other charities?...

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.

The Special Needs Trust Fairness Act, a bill that would allow people with disabilities to create their own first-party special needs trusts without having to rely on others, has passed the House of Representatives by a vote of 382 to...

Over the past several years, crowdfunding and personal fundraising have become popular ways to raise money for people in need.  Unfortunately, when crowdfunding sites are established for people with special needs who are receiving disability or medical benefits, even with...

Trustees of special needs trusts have many important responsibilities, but these five likely rank at the top of any trustee's list.

The Special Needs Trust Fairness Act, a bill that would correct a decades-old error in federal law that prohibits people with special needs from creating their own special needs trusts, has passed out of the House Energy and Commerce Committee,...

Payment of trustees usually takes one of two forms -- either a flat fee based on a percentage of the trust's assets or an hourly rate -- and the method of compensation usually depends on who is serving as trustee.

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?...