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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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Richard
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This is ****** ****** and you have been helping me the past
Hi again, This is ****** ****** and you have been helping me the past couple of days. Everyday, brings up a new question. So thank you so much, for being willing to help me. Just a reminder... I origi… read more
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My father had a skipping generation trust. He did this to
my father had a skipping generation trust. He did this to avoid taxes for my generation. But my son has Autism and I need to create a SNT. So if the my son is the beneficiary and it has to go into his… read more
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My Will and Trust documents were created in 2016 to allow
My Will and Trust documents were created in 2016 to allow equal distribution amongst our 3 children after my husband. I would like to amend or update the Revocable Trust Agreement to replace one son, … read more
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Im a resident of NY, and am disabled. My mom died just over
Hi. Im a resident of NY, and am disabled. My mom died just over two years ago and in her will created a special needs trust for me to protect any assets passed to me from creditors. I receive SSD and … read more
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My parents have a dynasty trust and my wife and I have a SNT
My parents have a dynasty trust and my wife and I have a SNT for my 11 year old son. The wording in the dynasty trust would distribute money to my son after my parents and I both pass away. There is n… read more
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I want to buy a condo for my disabled daughter and put it in
I want to buy a condo for my disabled daughter and put it in a first party special needs trust, so that the property belongs to the trust and not my daughter. I could buy as soon as next week. When I … read more
Barrister
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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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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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I have a special needs trust and was on SSI in California.
I have a special needs trust and was on SSI in California. Since March I purchased a home in the state of NEVADA under said trust. SSI cut me off and I am now in the process of being REDETERMINED. SSI… read more
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When a Special Needs Trust is being formed, is a signature
When a Special Needs Trust is being formed, is a signature required from the disabled person that is capable of signing and has some understanding of the trust, is an adult, is not conserved, and no o… 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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My sister (age 61) and I (age 67) are the sole and equal beneficiaries
My sister (age 61) and I (age 67) are the sole and equal beneficiaries of our parents living trust. Our parents passed away several years ago. The family home, which is the only asset remaining in the… read more
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I established a SNT for my son in 1992 and have been funding
I established a SNT for my son in 1992 and have been funding same to the extent of the allowable gift amount for a number of years, using a Crummy letter to the Trustee, as having been told by a SSA a… read more
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In January of 86 when my husband and I were 49 years old,
In January of '86 when my husband and I were 49 years old, we had our wills drawn up, in essence leaving our home to our three sons. Today, at age 73, all circumstances have changed. We no longer own … read more
JaxLaw
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Can an IRA be added to a Maryland Special Needs trust that was created years ago It appe
Can an IRA be added to a Maryland Special Needs trust that was created years ago? It appears the attorneys that prepared it didn't realize the special needs indiv. had an IRA. If it is possible, do I … read more
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I have a client who brought in his aunt. She is applying for
I have a client who brought in his aunt. She is applying for Medicaid on 11/1 and has an annuity that she purchased in August, 2009 (I do not think he is on the annuity) and wants to put it in a trust… 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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