Aging-in-Place Planning and Elderlaw

The blog reports information of interest to seniors, their families, and caregivers. Recurrent themes are asset and decision-making protection, and aging-in-place planning.

Showing posts with label (d)(4)(A) Trusts. Show all posts

Showing posts with label (d)(4)(A) Trusts. Show all posts

Monday, July 27, 2015

Understanding "Third Party" Special Needs Trusts

There are three types of special needs trusts: first-party special needs trusts, third-party special needs trusts, and pooled trusts. A...

Thursday, June 11, 2015

SSA Clarifies Its Position on Court-Established (d)(4)(A) Trusts

Responding to criticism from advocates that the Social Security Administration (SSA) was unfairly refusing to allow court-established (d)...

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Monty L. Donohew

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