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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) trusts"
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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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 Can (d)(4)(A) Trust that Should Have Been Third-Party SNT Be Protected from Estate Recovery?
0
By Harry Margolis
In Special Needs Planning
Posted January 19, 2018

Can (d)(4)(A) Trust that Should Have Been Third-Party SNT Be Protected from Estate Recovery?

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 [...]

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 Special Needs Trusts and Subsidized Housing
0
By Harry Margolis
In Special Needs Planning
Posted August 25, 2017

Special Needs Trusts and Subsidized Housing

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 [...]

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 Settling Personal Injury Suits and Preserving Benefits
2
By Harry Margolis
In Asset Protection, Special Needs Planning
Posted August 18, 2017

Settling Personal Injury Suits and Preserving Benefits

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 [...]

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 (d)(4)(C) or Pooled Disability Trusts Shelter Assets for the Disabled
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By Harry Margolis
In Long-Term Care Planning, Special Needs Planning
Posted June 23, 2017

(d)(4)(C) or Pooled Disability Trusts Shelter Assets for the Disabled

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 [...]

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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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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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