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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 Much Can You Distribute from a Special Needs Trust Each Year?
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By Harry Margolis
In Special Needs Planning
Posted July 31, 2023

How Much Can You Distribute from a Special Needs Trust Each Year?

Question: Do you know of a good resource to give SNT trustees more information/education about safe withdrawal rates? Being a trustee of a friend’s trust is a very, very difficult job, [...]

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 What Will Happen in Case of SSI Overpayment Due to Trust?
1
By Harry Margolis
In Special Needs Planning
Posted July 21, 2023

What Will Happen in Case of SSI Overpayment Due to Trust?

Question: My friend has been collecting SSI for many years and had to claim her Social Security when she turned 62 about a year ago in 2022. During this process, her financial situation was [...]

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 Can I Use My Section 8 Certificate to Rent from My Daughter in Georgia?
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By Harry Margolis
In Special Needs Planning
Posted July 17, 2023

Can I Use My Section 8 Certificate to Rent from My Daughter in Georgia?

Question: My daughter and son-in-law are buying a new house in Georgia that has an in-law home on the property. Will they be able to rent to me using my section 8 certificate? I am on Social [...]

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 Can Special Needs Trust Pay for Beneficiary’s Food and Rent?
3
By Harry Margolis
In Social Security, Special Needs Planning
Posted July 4, 2023

Can Special Needs Trust Pay for Beneficiary’s Food and Rent?

Question: Can a special needs trust help pay for my son’s food and rent, if SSDI is not enough? What if he receives SSI? Response: Certainly. Social Security Disability Income (SSDI) is not [...]

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 Should I Set Up a Special Needs Trust or ABLE Account for My Inheritance?
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By Harry Margolis
In Special Needs Planning
Posted March 27, 2023

Should I Set Up a Special Needs Trust or ABLE Account for My Inheritance?

Question: I am having some negative luck with getting advice about trusts. I am on SSDI. My disability, juvenile rheumatoid arthritis began when I was three years old. I am now 62. I applied for [...]

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 Can ABLE Account Funds Be Used to Pay for Rent?
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By Harry Margolis
In Special Needs Planning
Posted January 30, 2023

Can ABLE Account Funds Be Used to Pay for Rent?

Question: I wonder if money from an ABLE account could be used to pay rent for a disabled child while they are waiting for public housing or a Section 8 voucher. Response: Yes, an ABLE account [...]

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 Can I Create a Third-Party Special Needs Trust for My Son If I’m His Guardian?
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By Harry Margolis
In Guardianship and Conservatorship, Special Needs Planning
Posted January 13, 2023

Can I Create a Third-Party Special Needs Trust for My Son If I’m His Guardian?

Question: I would like to set up a Special Needs Trust for my 63-year-old son with autism. I have also been appointed as his guardian. Question 1: Does the guardianship interfere with the [...]

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 Must SSI Beneficiary Begin Taking Social Security Retirement at Age 62?
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By Harry Margolis
In Social Security, Special Needs Planning
Posted July 1, 2022

Must SSI Beneficiary Begin Taking Social Security Retirement at Age 62?

Question: I wanted to confirm that an SSI recipient must apply for their Social Security benefits when they turn 62 based on a friend’s recent personal experience. About 10 weeks after [...]

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 How Can Medicaid Beneficiary Use Inheritance to Update Bathroom?
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By Harry Margolis
In Special Needs Planning
Posted June 28, 2022

How Can Medicaid Beneficiary Use Inheritance to Update Bathroom?

Question: I have been getting Medicaid in-home assistance for approximately two years I am getting a unexpected check from an inheritance that I plan to use to replace a tub with a shower. But I [...]

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 How Can I Protect My Accident Settlement and My SSI and Medicaid Benefits?
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By Harry Margolis
In Special Needs Planning
Posted June 6, 2022

How Can I Protect My Accident Settlement and My SSI and Medicaid Benefits?

Question: I am 60, disabled, and on SSI and medicaid. I was recently in a car accident, and am expecting a decent sized (about $60K) settlement. I do not want to lose my SSI and Medicaid [...]

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