How Do I Choose a Trustee?
August 7, 2026
Choosing a trustee is one of the most important and difficult issues in special needs trusts. The trustee must have the necessary expertise to manage the trust, including making proper
Category: Pooled Trusts
Should an SSI Recipient Refuse an Inheritance?
July 24, 2026
Supplemental Security Income (SSI) beneficiaries must comply with very stringent income and asset rules to receive benefits. One such rule is the resource allowance limit: A single SSI beneficiary may have only
Pooled Trusts: Should You Consider Taking a Dip?
July 10, 2026
Most special needs trusts (SNTs) are set up to benefit one individual. But it’s possible to contribute to a trust where the funds of many people with special needs are
Choosing Trustees for Special Needs Trusts: 5 Considerations
June 26, 2026
Choosing the right person to serve as trustee of a special needs trust (SNT) is a key task when creating such a trust. It may also prove to be one of the
Can Others Contribute to My Child’s Special Needs Trust?
June 12, 2026
One key benefit of creating a special needs trust as soon as possible is having time for your extended family and friends to make gifts to the trust or include
How Can I Leave Money to a Child with Special Needs?
May 29, 2026
In almost all cases where a parent leaves funds at death to a child with special needs, it involves a trust. Trusts set up for the care of a child
What Is a Pooled Trust, and How Can It Protect My Benefits?
May 15, 2026
In certain situations, beneficiaries of programs like Supplemental Security Income (SSI) and Medicaid may be at risk of losing their benefits. For example, if they come into an inheritance or receive
What Is a Special Needs Trust?
May 1, 2026
An individual with disabilities may have assets from a lawsuit award or settlement, or from a gift or inheritance. Unfortunately, these assets can disqualify the person from receiving essential needs-based
Theresa Third-Party Community Trusts: A Secure Future
April 17, 2026
Planning for the long-term care and financial security of a loved one with special needs can feel overwhelming—especially when government benefits like SSI and Medicaid are involved. The Theresa Third-Party
Theresa Pooled Income Trusts: How It Aids Medicaid Users
March 20, 2026
Many New Yorkers who need Medicaid home care or assisted living services face a difficult challenge: their monthly income is too high to qualify, even though they still struggle to