Medicaid

The Fundraiser Dilemma: Supporting Individuals with Disabilities Without Jeopardizing Public Benefits

This issue of The Voice® was written by SNA members Thomas Begley, Jr., CELA, and Emily Schurr of the Begley Law Group in Moorestown, NJ. The firm focuses on all areas of elder and disability law, including estate planning, special needs planning, special needs trusts, personal injury settlements, Medicaid planning and applications, estate and trust [...]

Buying a House with a Third-Party Special Needs Trust and Medicaid Repayment

No Medicaid repayment is necessary upon the beneficiary’s death for third-party supplemental needs trusts. But what happens if the third-party trust purchases a home for the beneficiary, is it subject to the Social Security Administration’s (SSA) one-third reduction rule? The following answers that question.