Can Trustees of My Trust Require that I Give Them My Medical Records?
October 25, 2023
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
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
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
Question: My youngest brother is a lost soul – lives by himself, hasn’t worked in 20+ years, has no friends or activities that I’m aware
Question: What is the best place to deposit SSI benefits for an infant? Response: Supplemental Security Income (SSI) benefits are available to children under age
Question: Can My Mother Receive Medicaid If I Pay for All Her Needs? I am an active duty soldier and my elderly mom lives with
Question: Do you know of a good resource to give SNT trustees more information/education about safe withdrawal rates? Being a trustee of a friend’s trust
Question: My friend has been collecting SSI for many years and had to claim her Social Security when she turned 62 about a year ago
Question: My daughter and son-in-law are buying a new house in Georgia that has an in-law home on the property. Will they be able to
Question: Can a special needs trust help pay for my son’s food and rent, if SSDI is not enough? What if he receives SSI? Response:
Question: I am having some negative luck with getting advice about trusts. I am on SSDI. My disability, juvenile rheumatoid arthritis began when I was