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 [...]

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 [...]

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 [...]

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 [...]

Question: I just read your article about IRAs being paid to trusts. Is a special needs trust for grantor’s disabled son an “eligible designated beneficiary” under the SECURE [...]

Question: I live in Illinow. and am in the process of getting a divorce. I’m 61.5 years and have Parkinson’s and I am of sound mind and want to set up a first-party special needs [...]

Question: My pooled trust made a “clerical error” and underpaid my monthly rent thus putting me in arrears. Who oversees pooled trusts? Where is legal representation or advocacy for [...]

Question: I am on SSDI and have Medicare and Medicaid. My girlfriend has me as a beneficiary on her life insurance policy through her job. Would I lose that money if she died because I’m on [...]

Question: My mother may need to go into long-term nursing home care and apply for Medicaid. She wants to be at home, but we are not sure how long we can continue to pay out-of-pocket for home [...]

Question: How exactly does the trustee of a SNT get paid? Does any serving trustee have direct access to the trust account and withdraw funds to pay him or her self? Response: That’s right. [...]