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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) 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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 Must SSI Beneficiary Reestablish Disability After Spending Down Inheritance?
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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 [...]

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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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 Can I Be Trustee of My Own Special Needs Trust?
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By Harry Margolis
In Special Needs Planning
Posted April 4, 2022

Can I Be Trustee of My Own Special Needs Trust?

Question: I live in Illinow. and am in the process of getting a divorce. I’m 61.5 years and have Parkinson’s and I am of sound mind and want to set up a first-party special needs [...]

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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 Can My Nephew Protect His Social Security Back Pay Award?
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By Harry Margolis
In Special Needs Planning
Posted August 17, 2020

How Can My Nephew Protect His Social Security Back Pay Award?

Question: My cousin’s only son, David, who is 33 years old, just received notice that he has qualified for SSDI, retroactive for a year and a half. He had a brain tumor at age 12. The good [...]

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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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 Can I Keep My Medicaid if I Sell My House and Put the Proceeds into Trust?
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By Harry Margolis
In Special Needs Planning
Posted July 5, 2019

Can I Keep My Medicaid if I Sell My House and Put the Proceeds into Trust?

Question: I am on Social Security Disability, Medicare, and Medicaid. I want to sell my house in Tennessee and move back home to Michigan. I also have an Irrevocable Supplemental Security Trust. [...]

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 The (d)(4)(A) Trust Safe Harbor for Medicaid and SSI
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By Harry Margolis
In Long-Term Care Planning, Special Needs Planning
Posted June 16, 2017

The (d)(4)(A) Trust Safe Harbor for Medicaid and SSI

As explained here, Medicaid would count the funds in most trusts you created for yourself or for your spouse as being available if either of you were to apply for benefits. However, the Medicaid [...]

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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

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