Question: I am considering a Pooled Disability Trusts for a family member who is over 65. It would be a self-funded trust. What happens if I start the trust process, but the relative passes [...]

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 [...]

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 [...]