How Can a Custodian Bank Account be Opened?
October 4, 2024
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
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
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?
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
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
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
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
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:
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
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
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