10 апр. 2024 г. · Recent case law has established clearer special needs trust distribution guidelines for trustees to follow in making such expenditures.

Violations can range from minor administrative oversights to serious breaches of fiduciary duty. Here, we discuss common types of violations and their ...

Reimbursement for Family Travel to Visit Beneficiaries. On May 21, 2012, SSA amended the POMS to prohibit a self-settled special needs trust from paying for ...

16 мая 2024 г. · Once established, SNTs may terminate either with the death of the primary beneficiary or in the event of specific circumstances. Learn more.

In administrating an SNT it is imperative that the Trustee avoid undertaking any action that jeopardizes the beneficiary's eligibility for Medicaid and/or SSI.

19 июн. 2024 г. · Typically, any change to one's financial situation must be reported no later than ten days after the end of the month in which the change occurred.

Incorrect administration of the trust may cause a loss of eligibility for public benefits, which could be devastating to the beneficiary's ongoing care and ...

The beneficiary does not or may never qualify for meaningful public benefits. · The beneficiary may not be receiving means-tested public benefits, such as SSI ...

15 июл. 2024 г. · Facing special needs trust litigation? Protect your settlement & benefits in 2024. Explore how with our detailed guide.

A trustee's mistake in administering the special needs trust can potentially jeopardize the beneficiary's public benefits, or even require the beneficiary to ...