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You are here: Home / Archives for special needs trusts

September 20, 2021 by bob mason 7 Comments

Late Second Marriage?

a-famous-late-second-marriage

Tying the Knot? Or Just Moving In? When a client tells me that he or she is considering a second marriage, for terribly unromantic reasons (I guess I’m the anti-cupid...darn lawyer!) I recommend … [Read more...]

Filed Under: Banking, General, IRAs & Retirement Plans, Medicaid, Miscellaneous, Nursing Homes, Social Security, Wills (or Not!) Tagged With: estate planning, Medicaid, special needs trusts, wills

September 9, 2017 by bob mason

Naming A Trust As IRA Beneficiary: Great Idea? Bad Idea?

This is the most advanced topic I have written for my public readers. But it can be an important topic, so hang in there. According to conventional wisdom you should always name your spouse as … [Read more...]

Filed Under: Banking, General, IRAs & Retirement Plans, Medicaid, Nursing Homes, Reader Favorites, Special Needs Planning, Tax Issues, Trusts generally Tagged With: estate planning, IRA, Irrevocable trusts, special needs trusts, Trusts generally

April 14, 2015 by bob mason Leave a Comment

Trusts and Trucks – A Trusts Primer

Lately I have written a number of difficult posts that relate to trusts. A reader asked me why I hadn’t written anything that simply explains what a trust is. I was surprised to see that I hadn’t, so … [Read more...]

Filed Under: General, Trusts generally Tagged With: Irrevocable trusts, living trusts, revocable trusts, special needs trusts, Trusts generally

February 28, 2012 by bob mason Leave a Comment

Should Special Needs Trust Beneficiaries Eat Their Pets?

Dog Language: WHAT?

Updated April 14, 2017 Recent Question: Bob, is it OK for the trustee of a special needs trust to purchase a $2,000 pure bred spaniel for the trust beneficiary, Edwina? Recent Answer: Only if … [Read more...]

Filed Under: General, Social Security, Special Needs Planning Tagged With: In-kind Support and Maintenance, ISM, Medicaid, SNTs, Social Security, special needs trusts, SSI, Supplemental Security Income

September 18, 2011 by bob mason

Sole Benefit Trusts and Special Needs Trusts

A Sole Benefit Trust is an often neglected yet important type of Special Needs Trust that can be useful in planning for certain categories of individuals with disabilities. For example, a “Sole … [Read more...]

Filed Under: Medicaid, Special Needs Planning, Trusts generally Tagged With: Medicaid, sole benefit trust, special needs trusts, transfer penalty, Trusts generally

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About Bob Mason

Bob Mason, Elder Law & Special Needs LawRobert A. Mason, JD, CELA, CAP, is owner of Mason Law, PC, of Charlotte and Asheboro, North Carolina, a law firm devoted exclusively to legal issues involving the elderly and the disabled. Read More >>

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News

Mason Named 2023 Triad Lawyer of the Year in Elder Law

ASHEBORO, NC — Best Lawyers® has announced that … [Read More...]

Mason named to 2022 Super Lawyers

Robert A. Mason named to Super Lawyers ASHEBORO, … [Read More...]

Mason one of seven N.C. elder law attorneys named to Super Lawyers

ASHEBORO, NC — Jan. 27, 2021: Elder law and … [Read More...]

Reader Favorites

That's a "no-no" if you want to avoid a Medicaid transfer penalty

Medicaid Transfer Penalty: Avoid This Costly Mistake

The Medicaid transfer penalty is the most common issue we deal with when we … [Read More...]

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Valid POA MUST Be Honored

Based on multiple true events. It’s maddening! Chelsea is stuck! Her … [Read More...]

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Corporate Transparency Act Now ON HOLD

The CTA is ON HOLD! Sort of. Thursday evening FinCEN announced its … [Read More...]

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