Special Needs Trusts

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.

When you start a new job you may be offered a wide range of employee benefits. If you are the parent of a child with special needs . . .

When Richard West, a 63-year-old veteran with muscular dystrophy, caught his home health care provider overbilling the state of New Jersey for services that it provided to Medicaid patients, he never expected that the state would reward him for his...

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.

A recent case from California illustrates what can happen when good intentions go awry and you rely on a generic estate plan to distribute funds to a relative with special needs.

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...