Question: My sister is the sole beneficiary of a small irrevocable third-party supplemental benefit trust which on her death provides for distribution of accumulated principal and undistributed [...]
Question: Your last comment on the question titled: Can Special Needs Trust Pay for Beneficiary’s Food and Rent? was confusing. You say with respect to the effect on Medicaid eligibility of a [...]
Question: A disabled woman has a court-established special needs trust primarily for medical expenses after serious injuries from an accident. During her marriage, the husband’s friend was [...]
Question: Can I get disability for my 3-year-old son who was born here even if I am not a citizen? Response: Yes. A child’s eligibility for benefits is not based on the citizenship of his [...]
Question: In Pennsylvania, does money in a third-party trust count as Medicaid income or asset if a beneficiary or his wife is on SSDI? Response: I can’t tell you about Pennsylvania in [...]
Question: We have a special needs trust for our daughter to be funded by a life insurance policy on my husband’s life. We’re wondering if we should transfer the policy to the trust in [...]
Question: I live in a house that is in joint names with my father and that carries a mortgage. My name is also on the deed but I was ruled to be permanently disabled back in 2003. Will my house [...]
Question: Can some or all of an infant’s SSI benefits be directly deposited into the infant’s ABLE account? Would Medicaid disregard those resources in determining eligibility in Virginia? [...]
Question: Do the trustees of my dad’s legacy trust need my medical records, along with my benefits letter? Response: Perhaps, though that does sound a bit intrusive. While I haven’t seen the [...]
Question: I am the trustee of an irrevocable trust. I am also on SSDI. Will my trustee pay be included as income. Will it affect my SSDI? Response: Probably not. Unlike Supplemental Security [...]