Special Needs Trusts

Workers who must pay for the care of a dependent relative, including a child with special needs, so that they can continue to work can get a significant tax benefit under a little-known provision of the Internal Revenue Code, the...

As with most things that sound too good to be true, so-called "Sole Benefit Trusts" can come with a big catch for the person with special needs.

A federal court in New York recently ruled that the state discriminated against people with mental illnesses by housing approximately 4,300 New York City residents in "adult homes."...

In most cases, transferring resources out of a Supplemental Security Income (SSI) applicant's name will result in the imposition of a penalty period. Here is how the transfer penalty works.

SSDI payments, like old-age Social Security retirement benefits, can be taxed, depending on the SSDI beneficiary's other income. Because the rules governing the taxation of SSDI payments can be very confusing, we have put together a short primer to explain...

Two estate planning attorneys have written a highly readable overview of the fundamentals every family needs to consider when planning for the future of a person with special needs.

Often, parents of children with special needs don't consider creating a special needs trust until their child turns 18 or sometimes even later, when the child requires government benefits like Medicaid or Supplemental Security Income (SSI). But special needs trusts...

In an apparent violation of federal law, states are increasingly using nursing homes to house young and middle-age people with mental illnesses.

If you or a loved one has a visual impairment and receives some form of Social Security benefit (which includes SSDI and SSI), or if you have a visual impairment and serve as a representative payee for someone who receives...