Skip to main content

Theresa Pooled Trusts

Tag: Pooled Trusts

a man stands behind a woman sitting in a wheelchair outside in a lush green garden

Should an SSI Recipient Refuse an Inheritance?

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

hands holding cash

What Is a Special Needs Trust?

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