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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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. [...]

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 [...]