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Distributions from Special Needs Trusts Relating to Medical Expenses

One of the most pressing needs for disabled beneficiaries is medical care. Medical Insurance It is crucial that the disabled beneficiary obtain some form of medical insurance.[1] Options include the following: Private Medical Insurance. Typically, the only source of private medical insurance at regular rates is through the parent’s coverage with the parent’s employer. Parents…

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How Does The Social Security Administration Define a Disability?

For a person to be receiving either SSI or SSDI, there must first be a determination of disability by the Social Security Administration (SSA).  The beneficiary of a self-settled special needs trust must be disabled. A third party special needs trust could be established with the anticipation that the beneficiary may become disabled in the…

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Early Termination Provisions in Self-Settled Special Needs Trusts and Self-Settled Pooled Trusts

On June 25, 2010, the Social Security Administration (SSA) issued clarification to the POMS relating to Early Termination Provisions and Trusts.[1] It should be noted that these provisions are not effective until October 1, 2010.  Until that date, this POMS is to be considered informational only. The new POMS clarifies what is an early termination…

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Special Needs Trusts/Parent as a Caregiver?

Frequently, a parent of a child with disabilities provides significant care to that child.  Often, the mother is unable to work outside of the home because of the child’s care requirements.  In determining whether and how much a parent can be paid for care of the child, both the Medicaid and SSI programs must be…

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