Eric KearneyOct 1, 20193 minFunding a Special Needs Trust with Life Insurance: The BasicsFunding a special needs trust with life insurance can be a means to provide money to a loved one with special needs.
Eric KearneyFeb 16, 20192 minWhat Can a Special Needs Trust Pay For?A special needs trust is designed to provide a person with a disability the funds to enhance her quality of life while at the same time...
Eric KearneyJan 3, 20192 minPooled Trusts: Should You Consider Taking a Dip?Most special needs trusts (SNTs) are set up to benefit one individual. But it’s possible to contribute to a trust where the funds of...
Eric KearneyJun 4, 20182 minSocial Security Provides Guidance on the Use of Prepaid Debit Cards by Special Needs Trust BeneficiaSSA recently issued new guidance regarding the use of prepaid debit cards like True Link with Special Needs Trusts. This marks the first tim
Eric KearneyMay 3, 20183 minCan I pay for travel expenses out of a Special Needs Trust? Can I pay for Companion Care?A frequent question I get as a special needs planner is “Can I pay for travel expenses out of a Special Needs Trust? What about companion ca
erickearneyMay 1, 20183 minHighlights From the New POMSSpecial Needs Planners are excited about the new POMS that the Social Security Administration released regarding Special Needs Trusts. Learn
Eric KearneyMay 1, 20181 minNew SSA POMS on Special Needs Trusts IssuedNew guidance from Social Security Administration regarding Special Needs Trusts (SNTs) has issued. Take a look at the provisions.
erickearneyApr 3, 20181 minSocial Security Administration Updates SSI Resource List to Include SNTs and ABLE AccountsThe Social Security Administration’s Understanding Supplemental Security Income (SSI) website is a recently updated reference for...