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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.
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Archives

Tag Archives for: "(d)(4)(A) or payback trust"
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 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 [...]

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 Should I Set Up a Special Needs Trust or ABLE Account for My Inheritance?
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By Harry Margolis
In Special Needs Planning
Posted March 27, 2023

Should I Set Up a Special Needs Trust or ABLE Account for My Inheritance?

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 three years old. I am now 62. I applied for [...]

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 Can I Create a Third-Party Special Needs Trust for My Son If I’m His Guardian?
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By Harry Margolis
In Guardianship and Conservatorship, Special Needs Planning
Posted January 13, 2023

Can I Create a Third-Party Special Needs Trust for My Son If I’m His Guardian?

Question: I would like to set up a Special Needs Trust for my 63-year-old son with autism. I have also been appointed as his guardian. Question 1: Does the guardianship interfere with the [...]

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 How Can I Support My Disabled Son Without Affecting his Section 8?
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By Harry Margolis
In Special Needs Planning
Posted October 17, 2020

How Can I Support My Disabled Son Without Affecting his Section 8?

Question: My son, George, now age 49, lives in Massachusetts. He was disabled in a mountain biking accident ten years ago which left him paralyzed from the waist down. Although he has [...]

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 How Does Planning for Child with Disability Affect Mom’s Medicaid Planning?
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By Harry Margolis
In Long-Term Care Planning, Special Needs Planning
Posted October 15, 2019

How Does Planning for Child with Disability Affect Mom’s Medicaid Planning?

Question: Mom creates and funds a special needs trust for disabled child who’s under the age of 65. Mom plans to leave a 1/3 interest in the house to the trust. If child is over the age of [...]

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  • Housing and Urban Development (HUD) (1)
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  • Revocable Trusts (144)
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This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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(An Amazon Prime Reading selection)

Read Sample Chapters

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