Question: I just read your article about IRAs being paid to trusts. Is a special needs trust for grantor’s disabled son an “eligible designated beneficiary” under the SECURE [...]

Question: How exactly does the trustee of a SNT get paid? Does any serving trustee have direct access to the trust account and withdraw funds to pay him or her self? Response: That’s right. [...]

Question: If a trustee is making up phony invoices to bill my special needs trust, is there any way to keep her from using the trust funds to defend herself? Response: Typically, a trustee may [...]

Question: Upon mom’s death, her will created a special needs trust for my sister. Now, our dad has passed and his trust created a special needs trust for the same sister. Do we have to have [...]

Question: My grandson who is 8 years old has Dravet syndrome. How can I give him my benefits after I pass or split some with him while I am alive? Response: I assume you’re talking about [...]

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 [...]