Funds held in a properly drafted special needs trust (SNT) will not affect a Supplemental Security Income (SSI) or Medicaid recipient’s benefits. However, funds disbursed in a manner that violates SSI or Medicaid rules
You may have heard that special needs trusts are required to reimburse the government for Medicaid expenses incurred by the trust’s beneficiary when they pass away, and, in some cases, this
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
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
For individuals with disabilities, owning assets can unintentionally put Medicaid or SSI eligibility at risk. The Theresa Pooled Asset Trust provides a powerful solution—allowing individuals to preserve their assets while
