If you are the parent or guardian of a child or an adult with special needs, the day-to-day demands alone can be overwhelming. Thinking about the future can seem like mission impossible. When you consider how critical you are to the daily well-being of your loved one, how will you and your family ensure their future, especially if you are not there?
My dad just died and had a trust, but I’m being told that I need an executor. What does that mean?
I was told I need a trust. What is it, and why would I need one?
“My mom died and my sister is the trustee. I’m not getting any information. What should I do?”
Beneficiaries of irrevocable trusts and trustees administering assets for individuals who rely on public benefits based on financial need, such as Supplemental Security Income (SSI), may be interested in a recent Social Security Administration (SSA) publication of internal instructions (an "Emergency Message - EM"). EM-16012 instructs SSA staff to provide more detail regarding the reasoning for an agency decision when a trust, such as a .