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I have been working with another attorney all last week and
[Second opinion] My name is***** have been working with another attorney all last week and he has been wonderful but I think I want a second opinion. i just want to say upfront thank you so much, for … read more
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I am 63 years old and have a substantial assets in stocks
I am 63 years old and have a substantial assets in stocks and IRA. While I am in reasonable health now, I am concerned about potential nursing home expenses and 5 year look back period. I have a son w… read more
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My son, a mentally challenged adult, receiving Medicaid and
My son, a mentally challenged adult , receiving Medicaid and ssdi in NJ ... has been left an sum of money by a relative... in trust for him... how can we hold that money for his supplemental use and n… read more
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Can you tell me if an Irrevocable Trust in place for someone
Can you tell me if an Irrevocable Trust in place for someone who is mentally handicapped affects their ability to receive Medicaid and Social Security benefits? … read more
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My mom made a Special Needs Trust for me on my request after
My mom made a Special Needs Trust for me on my request after I was told that I will never be repaired from botched hip replacement. I found out 3 months ago I can be fixed and I won't need the SNT … read more
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My daughter is 43 year-old and is receiving SSDI. I have a
My daughter is 43 year-old and is receiving SSDI . I have a will drawn up many year ago delineating that portion of my asset would be used to set up a special need trust. This as I understand it is ca… read more
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My cousin, who lives in New Jersey, has a son who has
My cousin, who lives in New Jersey, has a son who has schizophrenia for many years and is on Social Security Disability. He worries about what will happen to him when my cousin is gone. He has some as… read more
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Will the transfer of shares of coop to disabled child be
will the transfer of shares of coop to disabled child be penalized ? state: New york 2 persons own a coop apartment: 1. mother 87: SSI, medicaid, medicare, food stamps 2. son 62: medicaid. food stamps… read more
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If I have an irrevocable special needs trust that requires
If I have an irrevocable special needs trust that requires Medicaid reimbursement upon my demise and I get married, is there anyway to alter the trust to leave my assets to my spouse?… read more
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Would it make sense to set up a disability annuity retired
Hello, would it make sense to set up a disability annuity for a retired senior with cancer and other health issues and very few assets who is about to sell her condo and move to assisted living? How d… read more
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I am just beginning the process of filing SNT we have son...
I am just beginning the process of filing for a SNT we have for our son... late as usual... 2011. We have a major fund raiser every year that raises $50K at this point... all donations are $5000 or le… read more
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My parents requested a will and they want me to be both
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Regarding an annuity with 3 children as equal beneficiaries. One is disabled. Can 1/3 of the annuity be put into a Special Needs trust for the disabled child or would it have to be cashed out first an… read more
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Regarding a Special Needs Trust:How s a Binding Agreement worded: &qu
Regarding a Special Needs Trust: How s a Binding Agreement worded: "in the Estate of_____" Is the name of the Trust placed in that line? or is the name of the Trustor put there? The "estate" of the Sp… read more
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I want to create an irrevocable living trust myself for Medicaid
I want to create an irrevocable living trust myself for Medicaid purposes for my husband. My husband has bank assets worth $100k, I have a business valued at 30k currently but expected to go up to $1.… read more
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No, I really just gave up and I have not yet given you a rating.
No, I really just gave up and I have not yet given you a rating. I wanted to know what the process is to go in front of a judge to get the approval if I fill out the special needs trust form myself. I… read more
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Miller's Trust - We (the nursing home & my aunt/me) are applying for Medicaid on August 1, 2013. Someone just suggest I get a Miller's trust. After I put aside the 7,800 in a savings account and her i… read more
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I need some assitance with a trust and estates question that
I need some assitance with a trust and estates question that concerns Medicaid planning. I have a client that wants to put an annuity in a trust for his aunt (74 yrs old) which will pass through to hi… read more
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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

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