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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Special Needs Planning

Home / Special Needs Planning /
 How Can I Support My Disabled Son Without Affecting his Section 8?
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By Harry Margolis
In Special Needs Planning
Posted October 17, 2020

How Can I Support My Disabled Son Without Affecting his Section 8?

Question: My son, George, now age 49, lives in Massachusetts. He was disabled in a mountain biking accident ten years ago which left him paralyzed from the waist down. Although he has [...]

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By Harry Margolis
In Special Needs Planning
Posted October 1, 2020

Must Medicaid-Covered Medicare Beneficiary Sign Up for Medicare Parts B and D?

Question: My son receives SSDI and currently has Medicaid. He will be enrolled in Medicare effective January 1st. Is he required to purchase part B and part D or will his Medicaid continue to [...]

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 How Can SSI Beneficiary Keep Medicaid Coverage When He Must Take Social Security?
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By Harry Margolis
In Social Security, Special Needs Planning
Posted September 28, 2020

How Can SSI Beneficiary Keep Medicaid Coverage When He Must Take Social Security?

Question: I am a trustee of a special needs trust for a friend that was funded in March 2020. She has been on Supplemental Security Income (SSI) and Medicaid for over 10 years. She will be 62 in [...]

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 How Can My Nephew Protect His Social Security Back Pay Award?
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By Harry Margolis
In Special Needs Planning
Posted August 17, 2020

How Can My Nephew Protect His Social Security Back Pay Award?

Question: My cousin’s only son, David, who is 33 years old, just received notice that he has qualified for SSDI, retroactive for a year and a half. He had a brain tumor at age 12. The good [...]

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 Can Disabled Child Receive SSDI if Parents are Not U.S. Citizens?
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By Harry Margolis
In Social Security, Special Needs Planning
Posted July 23, 2020

Can Disabled Child Receive SSDI if Parents are Not U.S. Citizens?

Question: My son is 21 years old and disabled with cerebral palsy since birth. He currently receives Supplemental Security Income (SSI) and has never worked. We as parents are not US citizens and [...]

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 Can I be Paid for Taking Care of My Disabled Son?
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By Harry Margolis
In Special Needs Planning
Posted July 10, 2020

Can I be Paid for Taking Care of My Disabled Son?

Question: I live in Florida. My son was diagnosed as disabled in 2010. Since then, I have been his caretaker and have been unable to work outside of the home. I struggle to make ends meet all the [...]

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 Can Mother Get Section 8 if Daughter Owns her Apartment?
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By Harry Margolis
In Special Needs Planning
Posted July 3, 2020

Can Mother Get Section 8 if Daughter Owns her Apartment?

Question: My understanding is that a Section 8 tenant can’t rent an apartment where the landlord is a relative. Is there a way around this? Here’s our fact pattern: Dad and Mom never [...]

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 Must SSI Beneficiary Report Food from Food Bank?
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By Harry Margolis
In Special Needs Planning
Posted June 17, 2020

Must SSI Beneficiary Report Food from Food Bank?

Question: Is going to a church for free food in-kind income for purposes of SSI? Response: Technically, yes, but it’s likely to fall under the radar. Beneficiaries of  Supplemental Security [...]

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 Can House Proceeds be Saved for Disabled Daughter of Nursing Home Resident?
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By Harry Margolis
In Long-Term Care Planning, Real Estate, Special Needs Planning
Posted June 1, 2020

Can House Proceeds be Saved for Disabled Daughter of Nursing Home Resident?

Question: I have a client for whom I am selling her mother’s home. Her mother has dementia (some days better than others) and has been in a nursing home for a couple of years. She applied [...]

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 Can a Special Needs Trust for a Minor Pay for Housing for the Entire Family?
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By Harry Margolis
In Special Needs Planning
Posted April 30, 2020

Can a Special Needs Trust for a Minor Pay for Housing for the Entire Family?

Question: Can a special needs trust for a minor child pay the parents’ mortgage or rent? What about buying a house that the whole family lives in? Response: This is a common question where [...]

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