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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: "special needs trust"
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 How are Trustee Fees Paid from a Special Needs Trust?
0
By Harry Margolis
In Special Needs Planning, Trustee
Posted February 16, 2021

How are Trustee Fees Paid from a Special Needs Trust?

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. [...]

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 Can a Trustee Use Trust Funds to Defend Herself?
0
By Harry Margolis
In Revocable Trusts, Special Needs Planning, Trustee
Posted June 21, 2019

Can a Trustee Use Trust Funds to Defend Herself?

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 [...]

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 Can We Combine Two Special Needs Trusts for My Sister?
0
By Harry Margolis
In Revocable Trusts, Special Needs Planning
Posted July 6, 2018

Can We Combine Two Special Needs Trusts for My Sister?

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 [...]

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 Social Security Does Not Provide Benefits for Grandchildren
0
By Harry Margolis
In Special Needs Planning
Posted October 20, 2017

Social Security Does Not Provide Benefits for Grandchildren

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 [...]

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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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Categories
  • Asset Protection (32)
  • Charitable Giving (9)
  • Durable Powers of Attorney (34)
  • Estate and Gift Taxes (37)
  • Guardianship and Conservatorship (2)
  • Health Care Directives (12)
  • Irrevocable Trusts (8)
  • Long-Term Care Planning (136)
  • Non-Traditional Families (12)
  • Non-US Citizens (13)
  • Pets (3)
  • Practical Matters (15)
  • Probate (18)
  • Property in Other Countries (3)
  • Real Estate (30)
  • Retirement Plans (11)
  • Revocable Trusts (64)
  • Second Marriages (9)
  • Social Security (16)
  • Special Needs Planning (59)
  • Trustee (45)
  • Vacation Homes (3)
  • Wills (38)
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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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