Special Needs Planning

What are Common Types of Trusts and How Can They Help Me?

In this article, we will answer the following question: What are Common Types of Trusts and How Can They Help Me? There are many types of trusts to consider, each designed to help achieve specific goals. At Tombs Maxwell LLP, we are estate planning professionals who...

What Happens When a Special Needs Trust Beneficiary Passes Away?

A common question from attorneys regarding special needs trusts is: "What happens when the beneficiary of the special needs trust passes away? What happens to the funds in the trust?" It’s an important question that needs to be explained to the client before setting...

The Difference Between SSDI and SSI (and Why It Matters)

Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) are government benefits for clients with disabilities. However, clients may not know which one of the two they are receiving since the check they receive each month doesn’t specifically...

What Expenses Can a Special Needs Trust Pay For?

There are certain items that a special needs trust can and cannot pay for on behalf of the beneficiary for clients receiving Medicaid or Supplemental Security Income (SSI).  When you establish a trust for a client to preserve their SSI and/or Medicaid benefits,...

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