December 21, 2018October 1, 2019Estate Planning, Gift Planning, Social Security Excellent Social Security Strategy Link As part of the estate planning process, we frequently need to analyze […]
September 11, 2016March 1, 2021Estate Administration, Social Security Social Security After Death One of the first questions we are asked is “do I have […]
May 7, 2012March 11, 2021Estate Planning, Social Security Social Security Statements You may have noticed that you did not receive a Social Security […]
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 […]
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 […]