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Home→Tags Special needs trust

Tag Archives: Special needs trust

Independent Guardian Appropriate to Protect Incapacitated Person’s Funds

Appointment of an independent plenary guardian of the person and estate of an incapacitated person, and not a family member, is appropriate to protect the incapacitated person’s special needs trust when multiple family members live in the house owned and … Continue reading →

Posted in Opinions | Tagged Incapacitated Person, Independent guardian, Special needs trust

Self-Settled Special Needs Trusts

Posted on December 23, 2016 by Daniel EvansDecember 23, 2016

The “21st Century Cures Act,” H.R. 34, which was signed into law on December 13, 2016, becoming P.L. 114-255, made a change to the Social Security Act in order to allow people with disabilities to create their own Medicaid-qualifying trusts … Continue reading →

Posted in News | Tagged Medicaid, Social Security Act, Special needs trust

Special Needs Trusts and Other Sources of Support

When two trusts for the same beneficiary have different remaindermen, and one trust is a special needs trust created by her parents and the other is a self-settled irrevocable special needs trust, the court found that the intentions of the … Continue reading →

Posted in Opinions | Tagged Special needs trust

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