Special Needs Trusts

Can a special needs trust pay for the beneficiary's doctor-prescribed special diet?...

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?...

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

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.