Joseph Gilsoul

In some cases, the donor of a special needs trust may want to provide an extra level of assistance to the trust\’s beneficiary by naming a trust adviser to assist the trustee with trust management. 

You want to ensure that your child with special needs will remain financially secure even when you are no longer there to provide support, but determining how much a special needs trust (SNT) should hold is no small feat. 

Life insurance provides a unique opportunity for many families to guarantee the financial security of their loved ones with special needs without placing a significant financial strain on other family members.

When an SSI beneficiary finds out that he is going to receive an inheritance, his first reaction may be to refuse to accept it.  But this refusal, also known as a disclaimer, could make things even worse for the beneficiary.

What documents are needed to set up a Medicare Set-Aside?

A federal district court grants a Medicaid beneficiary\’s request for a preliminary injunction preventing the Connecticut Department of Social Services from treating two trusts established for the beneficiary by her deceased mother as countable resources before they were decanted into supplemental needs trusts.  Simonsen v. Bremby (D.Ct., No. 15-cv-1399, Dec. 23, 2015).

The Academy of Special Needs Planners has signed on to a letter drafted by the National Academy of Elder Law Attorneys (NAELA) asking the U.S. Department of Housing and Urban Development (HUD) to stop treating most distributions from special needs trusts as income for purposes of qualifying for Section 8 or Section 811 housing assistance.

The Americans with Disabilities Act, commonly known as the ADA, is considered one of the most important pieces of civil rights legislation for people with disabilities.  This is how it works.

In certain circumstances the Social Security Administration will fast-track a disability benefits application through a process known as Compassionate Allowances, usually because the applicant is suffering from a severe disability that may be life-threatening.

Once you begin to understand how the gift tax system really works, you may be pleasantly surprised to learn that most people can fund a special needs trust for a person with disabilities with a lot more than $14,000 a year.