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. [...]

Question: My parents-in-law created a special needs trust for my (recently deceased) disabled brother-in-law several years ago. It includes a (d)(4)(A) payback clause even though, in fact, no [...]

As if the Medicaid and Supplemental Security Income (SSI) rules weren’t complicated enough, the Department of Housing and Urban Development (HUD) has its own trust rules for people living in [...]

People with disabilities can receive substantial funds whether due to settling a personal injury lawsuit or receiving an inheritance. And some people become disabled later in life as the result [...]

Similar to (d)(4)(A) or payback trusts described here, (d)(4)(C) or “pooled disability” trusts, permit disabled individuals to shelter assets and still qualify for Medicaid and [...]

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 [...]