Supplemental Needs Payback Trusts
A Payback or Special Needs Trust permits assets to be legally sheltered so that an individual with disabilities receiving government benefits is not rendered ineligible.
Supplemental Needs Payback Trusts Read More »
Special Needs Trust
Repeat After Me: “SSI Is Not Social Security”
Trust Matters Repeat After Me: “SSI Is Not Social Security” Special Needs Trust, Supplemental Security Income (SSI) SSI vs. Social Security If I had a million dollars, I’d buy commercial time at the upcoming Super Bowl and run an ad that would say, in big bold letters, “SSI is not Social Security.” I
Repeat After Me: “SSI Is Not Social Security” Read More »
Ensuring Financial Security: Third-Party Supplemental Needs Trusts
A Third-Party Funded Supplemental Needs Trust permits someone to plan and financially provide for an individual with disabilities without affecting the individual’s eligibility for government benefits. These trusts are created and funded by a third party (the Settlor), – someone other than the individual with disabilities.
Ensuring Financial Security: Third-Party Supplemental Needs Trusts Read More »