Question: I’m on Medicaid. I purchased cryptocurrency that could result in a sizable capital gain when I sell. Can I get a first-party special needs trust set up and transfer the proceeds [...]

Question: I am involved with a special needs trust that seems to require an independent trustee, and because of possible conflict between two residuary distributees (after the prime [...]

Question: Can my mother use her Section 8 voucher to rent from my husband (her son-in-law) or the trust that he owns? Response: Probably not from him directly, but perhaps from his trust. Family [...]

Question: If a disabled adult child clause has prohibited the Medicaid estate recovery on her dad’s estate, can the probate attorney who advised the sale of the property then divide the proceeds [...]

Question: I understand that ABLE funds are subject to pay back if the state chooses to do so. Where a state statute (NJ) gives the state up to 3 years after receiving notice of death of a [...]

Question: Is there away to determine the amount to be reimbursed back to Medicaid before the death of a disabled beneficiary of a 1st party SNT? Response: Probably not, though the answer would [...]

Question: I am helping a friend who has a 1st party special needs trust set up for his brother (funded from a personal injury settlement). His parents who were previously the trustees never [...]

Question: My friend is disabled and has $50K coming to her from the sale of deceased intestate mother’s house and maybe $75K more when she is evicted by her mother’s heirs from her [...]

Question: Our client in California received life insurance proceeds from her parents’ policy payable to her as custodian for her adult brother (“Jane Doe Custodian FBO Joseph [...]

Question: Must a sibling or nephew heir of an of the remaining balance in an ABLE account have to pay taxes on the funds received? The ABLE custodian does report the distribution to the IRS on [...]