Question: My parents have a living trust. What is the trustee fee for an estate worth between $5 and $10 million dollars, where I have an account split between the two trusts and I did all the [...]

Question: I am a 52 year old with a Prader-Willi syndrome child, age 9. We both receive Supplemental Security Income (SSI) as well as Section 8 for housing and $15 a month in food stamps in Ohio. [...]

Question: I have two disabled brothers who are 36 and 27 years old. They live with my mom at home who recently retired and started to receive Social Security. As a result, my brothers switched [...]

Question: Are assets in a “third-party,” non-special needs trust, non-probate assets and therefore not subject to Medicaid estate recovery? If the answer is yes, would a self-settled [...]

Question: When should I start collecting Social Security? Response: The answer depends on your health and financial situation. Given the complications of this question, I consulted with Nora [...]

Question: Is there a usual and customary amount that people pay their pet trustee? How much is customary, annually? Answer: Most pet trustees are not paid at all or are paid a nominal amount. The [...]

Question: My mother is 81 and was recently diagnosed with mild dementia. I’m 58 and live on the opposite side of the country. My brother lives an eight-hour drive from my mother. My mother [...]

Question: My mother has quitclaimed the deed of her house to me while retaining a life-use interest. There may be a future potential to sell the house prior to her death if she wants or needs to [...]