Can a Special Needs Trust Pay a Special Needs Planner?

Can the trustee of a special needs trust use trust funds to pay a special needs planner for planning advice?

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Is a First-Party Special Needs Trust Taxed as Grantor Trust?

Can a first-party special needs trust (funded through a settlement on personal injury) be taxed as a grantor trust if grantors are parents? If treated as a grantor trust, will income taxed to the disabled party jeopardize public benefits?

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Can My Daughter Leave Remaining Trust Funds to Someone?

My daughter has a third-party trust funded with her money from my parents. Is she entitled to leave any remaining funds after her death to a beneficiary of her choice?

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I Need a Representative Payee for SSI. What Are My Options?

I live in California. I have no one in my life who would be appropriate or qualified to act as my representative payee. The Social Security Administration is requiring me to have a representative payee or lose my Supplemental Security Income (SSI) benefits. What are my options?

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Must an SNT Be Issued in the State Where I Get SSI?

Must a special needs trust be issued in the state from which the beneficiary receives Supplementary Security Income?

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Can an ABLE Account Be Funded Directly From an RMD Account?

Can an ABLE account be funded directly from an RMD account (i.e., direct deposit)?

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Do I Need an Attorney to Set Up a Special Needs Trust?

Do I need an attorney to set up a special needs trust?

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Can I Be Paid as an SNT Trustee If I Live in Another State?

Can the trustee (who lives in Texas) of a special needs trust established in California be compensated for their time?

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Special Needs Trust: Can Home Sale Fund Assisted Living?

My cousin has a special needs trust set up with funds from a home sale and a small amount of estate from her deceased father. She has special needs, is disabled, and receives Social Security Disability Insurance (SSDI) along with Medicare and Medicaid. She needs to move to assisted living because she is no longer safe...

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Can a Third-Party SNT Be a Life Insurance Beneficiary?

Can a third-party special needs trust (SNT) purchase life insurance (term or perm) on another individual, and name itself (the SNT) as beneficiary? (For example, a disabled adult child is the beneficiary of a third-party SNT, the SNT is the policy owner, and the insured is a parent with the SNT as the beneficiary.)

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