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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)(C) trusts"
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By Harry Margolis
In Long-Term Care Planning
Posted January 21, 2022

Must Pooled Disability Trust Go Through Probate upon Beneficiary’s Death?

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 [...]

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 Special Needs Trusts and Subsidized Housing
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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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  • Long-Term Care Planning (170)
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