Self Settled Special Needs Trust Archives

Reasons to set up a 3rd Party Supplemental Needs Trust as an Irrevocable Life Insurance Trust

Recently, I wrote a post explaining the differences between a First Party Special Needs Trust and a Third Party Supplemental Needs Trust. As […]

Special Needs Trusts Supplemental Needs Trusts

March 5, 2018February 22, 2021Estate Planning, First Party Special Needs Trust, Florida, New Jersey, Pennsylvania, Self Settled Special Needs Trust, Special Needs Trust, Supplemental Needs Trust, Third Party Special Needs Trust

Understanding the Differences Between Special Needs Trusts and Supplemental Needs Trusts

“Special Needs Trusts” and “Supplemental Needs Trusts” are terms to describe trusts designed to provide benefits to a person in a way […]

August 20, 2010March 16, 2021Medicaid, Pooled Trusts, Self Settled Special Needs Trust, Social Security, Special Needs Planning, Supplemental Security Income

Termination Clause in Special Needs Trust

The Social Security Administration has issued new rules, SI 01120.199, related to the early termination of Self Settled Special Needs Trusts created […]

August 18, 2010March 17, 2021Medicaid, Self Settled Special Needs Trust, Social Security, Special Needs Planning, Special Needs Trust, Third Party Special Needs Trust

What is a Self Settled Special Needs Trust?

There are generally two types of private special needs trusts: Third Party Special Needs Trusts; and Self Settled Special Needs Trusts (also […]

December 2, 2009March 22, 2021Estate Planning, Self Settled Special Needs Trust, Special Needs Planning, Special Needs Trust, Supplemental Needs Trust, Third Party Trust

Special Needs Planning in NJ – Part 4 of 4

Special Needs Trusts and Supplemental Needs Trusts In Part IV of this Series, I want to discuss the role of Special Needs […]