Special Needs Planning

Question: I have received caregiver payments from Social Security for my 23 year old since 2013 when his father retired. Now, I’m seeking custody of my disabled grandson who is 14 years [...]

Question: If I currently do not like my trustee and would like to hand over my road accident fund trust to another trust fiduciary company how long does it take? And will I lose access to my [...]

Question: My mother has decided to gift me some money now instead of waiting for her passing when there may not be anything to inherit. My brother sought professional counseling and was assured I [...]

Question: My wife and I have had legal custody of our almost 11-year-old granddaughter, Jaylee, for about 10 years.  Jaylee has severe medical problems.  I turned 66 years old in April and filed [...]

Question: My 31-year-old disabled son lives with my husband and me in Florida. He (son) receives SSI. If Dad retires at 62, when I will be 56, will I be eligible for a spousal benefit for taking [...]

Question: I live in Ohio I am the maternal grandmother and guardian of a 13-year-old 100% handicapped grandson for 6 1/2 yrs due to a car wreck. He’s basically a vegetable. I do all his [...]

Question: I am on Social Security Disability, Medicare and Medicaid. I want to sell my house in Tennessee, and move back home to Michigan. I also have a Irrevocable Supplemental Security Trust. [...]

Question: My 34-year-old daughter was recently diagnosed with a disabling condition and receives SSDI. I have an irrevocable trust dividing my assets among her and her siblings. How do I amend my [...]

Question: If a trustee is making up phony invoices to bill my special needs trust, is there any way to keep her from using the trust funds to defend herself? Response: Typically, a trustee may [...]

Question: I have a special needs trust holding about $200,000. My trustee is charging me attorney fees every month from $136 to $380 an hour. My SSI check is just $550 a month. In the past 12 [...]