• take action: Plan Your Estate
  • Ask a Question

    Ask Harry a Question

    • This field is for validation purposes and should be left unchanged.

    Close
  • Books
  • Podcasts
  • Guides
  • Subscribe

    Subscribe to the Ask Harry blog

    Loading
    Close
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.
  • Ask a Question

    Ask Harry a Question

    • This field is for validation purposes and should be left unchanged.

    Close
  • Books
  • Podcasts
  • Guides
  • Subscribe

    Subscribe to the Ask Harry blog

    Loading
    Close

Special Needs Planning

Home / Special Needs Planning /
 Will Trust Affect Eligibility for Subsidized Housing?
0
By Harry Margolis
In Special Needs Planning
Posted November 5, 2025

Will Trust Affect Eligibility for Subsidized Housing?

Assets in special needs trusts do not affect eligibility for subsidized housing but most distributions are treated as income for determining the beneficiary's rent obligation.

READ MORE
 Can My Child’s Grandparent be Our Section 8 Landlord?
0
By Harry Margolis
In Special Needs Planning
Posted September 17, 2025

Can My Child’s Grandparent be Our Section 8 Landlord?

Question: I am a Section 8 voucher holder. One of my children’s grandparents owns a home and I’m wondering if I can legally use my voucher to rent from him. Her dad and I were never married and [...]

READ MORE
 Can I Transfer Cryptocurrency to a Special Needs Trust?
0
By Harry Margolis
In Special Needs Planning
Posted June 20, 2025

Can I Transfer Cryptocurrency to a Special Needs Trust?

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 [...]

READ MORE
 How Do We Find an Independent Trustee for Special Needs Trust?
0
By Harry Margolis
In Special Needs Planning
Posted May 7, 2025

How Do We Find an Independent Trustee for Special Needs Trust?

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 [...]

READ MORE
 Can a Son-in-Law or His Trust Serve as a Section 8 Landlord?
0
By Harry Margolis
In Real Estate, Special Needs Planning
Posted December 18, 2024

Can a Son-in-Law or His Trust Serve as a Section 8 Landlord?

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 [...]

READ MORE
 What Rights Does Medicaid Estate Recovery Waiver Give Disabled Heir?
0
By Harry Margolis
In Long-Term Care Planning, Probate, Real Estate, Special Needs Planning
Posted December 11, 2024

What Rights Does Medicaid Estate Recovery Waiver Give Disabled Heir?

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 [...]

READ MORE
 How Long Does It Take to Settle ABLE Account After Beneficiary’s Death?
0
By Harry Margolis
In Special Needs Planning
Posted December 9, 2024

How Long Does It Take to Settle ABLE Account After Beneficiary’s Death?

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 [...]

READ MORE
 Will Medicaid Agency Provide Statement of Amount Owed By (d)(4)(A) Trust?
0
By Harry Margolis
In Special Needs Planning
Posted October 23, 2024

Will Medicaid Agency Provide Statement of Amount Owed By (d)(4)(A) Trust?

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 [...]

READ MORE
 Will Income from Special Needs Trust Affect Beneficiary’s SSI?
0
By Harry Margolis
In Special Needs Planning
Posted October 11, 2024

Will Income from Special Needs Trust Affect Beneficiary’s SSI?

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 [...]

READ MORE
 Must SSI Beneficiary Reestablish Disability After Spending Down Inheritance?
0
By Harry Margolis
In Special Needs Planning
Posted October 10, 2024

Must SSI Beneficiary Reestablish Disability After Spending Down Inheritance?

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 [...]

READ MORE
1 2 3 4 5 6 7 8 9 10
page 1 of 10
Categories
  • Asset Protection (38)
  • Charitable Giving (11)
  • Durable Powers of Attorney (54)
  • Estate and Gift Taxes (70)
  • Guardianship and Conservatorship (14)
  • Health Care Directives (15)
  • Irrevocable Trusts (77)
  • Long-Term Care Planning (198)
  • Non-Traditional Families (18)
  • Non-US Citizens (43)
  • Pets (6)
  • Practical Matters (17)
  • Probate (66)
  • Property in Other Countries (6)
  • Real Estate (123)
  • Retirement Plans (25)
  • Revocable Trusts (150)
  • Second Marriages (12)
  • Social Security (20)
  • Special Needs Planning (99)
  • Trustee (55)
  • Vacation Homes (5)
  • Wills (69)
© All Rights Reserved  |  Privacy Policy

Start typing and press Enter to search

Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Get the Book
(An Amazon Prime Reading selection)

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Read Sample Chapters

Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters