Special Needs Trusts

You may have heard that special needs trusts are required to reimburse the government for Medicaid expenses incurred by the trust's beneficiary when she passes away, and, in some cases, this is true. But not all special needs trusts are...

SSDI payments, like old-age Social Security retirement benefits, can be taxed, depending on the SSDI beneficiary's other income. Because the rules governing the taxation of SSDI payments can be very confusing, we have put together a short primer to explain...

Gift cards are the most popular holiday gifts, but they can cause problems for recipients who receive Supplemental Security Income (SSI). Here are some things to consider before purchasing a gift card for a person with special needs during this...

On the heels of the announcement of a 3.6 percent increase in Social Security benefits in 2012 comes news that Medicare's monthly premium will be much lower than expected next year -- and will actually drop for millions of beneficiaries.

When you start a new job you may be offered a wide range of employee benefits. If you are the parent of a child with special needs . . .

When Richard West, a 63-year-old veteran with muscular dystrophy, caught his home health care provider overbilling the state of New Jersey for services that it provided to Medicaid patients, he never expected that the state would reward him for his...

In most cases, transferring resources out of a Supplemental Security Income (SSI) applicant's name will result in the imposition of a penalty period. Here is how the transfer penalty works.

A recent case from California illustrates what can happen when good intentions go awry and you rely on a generic estate plan to distribute funds to a relative with special needs.

In the first part of a two-part series, we explore initial steps for trustees to take when it comes time to terminate a special needs trust.