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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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 How Can I Support My Disabled Son Without Affecting his Section 8?
0
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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 Can I Keep My Medicaid if I Sell My House and Put the Proceeds into Trust?
0
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
0
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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  • Asset Protection (32)
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  • Guardianship and Conservatorship (2)
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  • Irrevocable Trusts (8)
  • Long-Term Care Planning (136)
  • Non-Traditional Families (12)
  • Non-US Citizens (13)
  • Pets (3)
  • Practical Matters (15)
  • Probate (18)
  • Property in Other Countries (3)
  • Real Estate (30)
  • Retirement Plans (11)
  • Revocable Trusts (64)
  • Second Marriages (9)
  • Social Security (16)
  • Special Needs Planning (59)
  • Trustee (45)
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