My Son-in-Law Is on Medicaid. Can I Gift Him $29K in Cash?

I have a son-in-law who is on dialysis and Medicaid. I want to gift him $29,000 from my wife and myself. Will this affect his Medicaid eligibility or incur a penalty?

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How Do I Get a Service Dog for My Child With Special Needs?

How do I get a service dog for my daughter with special needs?

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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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How Can I Become a Legal Guardian for My Disabled Daughter?

How do I become the legal guardian of my mentally and physically handicapped daughter?

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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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Conservator Dies: How to Step In for a Disabled Partner?

My friend was the conservator of her intellectually disabled long term partner. She died suddenly and didn't name a successor. What steps do I need to take to become his conservator?

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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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Will My Inheritance Affect My Husband's Nursing Home Care?

My husband is disabled and on SSI. I will be inheriting money when my parents pass away. Everything is in their will. If my husband needs nursing home care in the future, what is the lookback time, and is there somewhere I can put the money to avoid having it taken for his nursing care?

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Can an SNT Pay for a New Car Without Issue?

Is there a maximum amount that a special needs trust (SNT) will allow for a new car purchase?

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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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