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Recent Special Needs Trust questions

Is Revocable Trust money used solely for the individual's

Is Revocable Trust money used solely for the individual's healthcare? Or are debts and other bills to be paid through the Trust? And can the individual make purchases through the trust e.g.gifts for birthdays if OK'd by co-trustees, within reason. My father wants to buy a baby shower gift for his grandson (stroller), Is that reasonable and allowed?

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RayAnswers

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My stepdad past away recently and he named me at the

My stepdad past away recently and he named me at the beneficiary of his special needs trust fund. However his estranged wife said the money belonged to her because she is still married to himJA: Estate laws vary by state. What state are you in?Customer: Delaware...JA: What documents or supporting evidence do you have?Customer: I have the Trust Agreement and Joinder Agreement from the Special Needs Trust listing me as the sole beneficiaryJA: Anything else you want the lawyer to know before I connect you?Customer: I was also his POA before he became deceased

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Barrister

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Iam on ssi and expect to inherate some money from my Aunts

Iam on ssi and expect to inherate some money from my Aunts estate, how will this efffect my ssi , need tips on how to not lose my ssi and keep my inhertanceJA: Estate laws vary by state. What state are you in?Customer: ncJA: What documents or supporting evidence do you have?Customer: letter from trust companyJA: Anything else you want the lawyer to know before I connect you?Customer: i am 61 and have been on ssi for long time many health problems

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Barrister

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51,304 satisfied customers
I am the trustee for a special needs revocable trust. I'm

I am the trustee for a special needs revocable trust. I'm applying for the EIN, but do not know whether to select the QRT Code 645 selection. Please note: the trust includes a house that will be sold (capital gains?) as well as periodic distributions made to support the special needs recipient. But the first step is the EIN. Help is appreciated!JA: Estate laws vary by state. What state are you in?Customer: I am currently in Virginia; however moving to NY. The house/asset is in VAJA: What documents or supporting evidence do you have?Customer: I have the will; revocable trust (with special needs amendment) and previous trustee amendments of resignation/acceptance. Language in the trust allows for sale of the house.JA: Anything else you want the solicitor to know before I connect you?Customer: No, I think that's it!

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jb156200

Associate Attorney

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352 satisfied customers
I have a revocable living trust where most of the funds will

I have a revocable living trust where most of the funds will go as a special needs trust to my disabled son upon my death. Is that adequate or would it be better to establish a irrevocable special needs trust for him now itself?JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: TexasJA: Has anything been filed or reported?Customer: My living trust has been filedJA: Anything else you want the lawyer to know before I connect you?Customer: What else the attorney wants to know, I have no idea

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Barrister

Attorney/Landlord/Realtor

Doctoral Degree

51,304 satisfied customers
In the state of Tennessee, if you own a home and will it to

in the state of Tennessee, if you own a home and will it to your children and they have been on the state TennCare for most of their life, can probate take the home and liquefy it to pay tenncare back?JA: Because real estate law varies from place to place, can you tell me what state this is in?Customer: TennesseeJA: Has anything been filed or reported?Customer: noJA: Anything else you want the lawyer to know before I connect you?Customer: this is a what if question. there is not a house or anything as of yet. just looking to see if tenncare can do this. I am looking at trying to put wills together and I have a special needs son I am looking out for.

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Damien Bosco

Attorney

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I am trustee for my special needs trust. Am I entitled an

I am trustee for my special needs trust. Am I entitled an allowance or money compensation from the trust?? Thank you

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Damien Bosco

Attorney

Doctoral Degree

3,750 satisfied customers
What are reasonable Trustee fees or hourly compensation for

What are reasonable Trustee fees or hourly compensation for a Special Needs Trust with a situs in TX? The beneficiary resides in CA. The trust will be funded with cash and mutual funds. It will be less than $1 million. Is the Trustee reimbursed for visits from Tx to Ca to visit the beneficiary?

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RayAnswers

Lawyer

Doctoral Degree

40,458 satisfied customers
Suppose a Financial power of attorney agent was considering

Suppose a Financial power of attorney agent was considering gifting assets of a principal to a disabled child, in order to qualify the principal for Medicaid paid nursing home care.1 Are you familiar with an eligibility plan that includes such terms as "gifting" to a disabled child in order to qualify?2 Would a finalized Will, showing that a testator wanted his estate split it evenly amongst his children, prevent a financial power of attorney from gifting assets to one child?This is related to a previous thread we were speaking on a few minutes ago.

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Barrister

Attorney/Landlord/Realtor

Doctoral Degree

51,304 satisfied customers
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