An added benefit to SSDI is health insurance coverage through Medicare. But there is a precarious two-year gap between receiving approval for disability benefits and becoming eligible for Medicare’s insurance coverage.
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Filtering for: Estate Planning
What Happens to Assets Left in a Special Needs Trust on the Death of the Beneficiary?
Terminating a special needs trust is not as simple as merely writing a check to the remainder beneficiaries and calling it a day. There are several key considerations and requirements to keep in mind.
What Taxes Are Due When the Beneficiary of a Special Needs Trust Dies?
Trusts are important vehicles in special needs planning. What happens, though, when the primary beneficiary of a special needs trust dies and there are assets left in the trust? How are taxes calculated and paid?
Do Beneficiaries of Special Needs Trusts Have Rights?
The duty a trustee owes to a beneficiary is a fiduciary duty which is the highest duty the law creates for one person to another. What happens, though, if disputes arise?