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Medicaid › Beneficiaries › Social Security Income

Medicaid is a partnership program between states and the federal government to provide healthcare coverage for lower income individuals, people with disabilities, older people, and certain families with... more +
Medicaid is a partnership program between states and the federal government to provide healthcare coverage for lower income individuals, people with disabilities, older people, and certain families with children.  less -
Chambliss, Bahner & Stophel, P.C.

The Benefits of Establishing a Special Needs Trust Early

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Special Needs Trusts (SNTs) protect assets for individuals with disabilities while preserving eligibility for public benefits like SSI and Medicaid. Establishing an SNT early allows for long-term financial planning,...more

Chambliss, Bahner & Stophel, P.C.

Choosing Trustees for Special Needs Trusts: 5 Considerations

Chambliss, Bahner & Stophel, P.C. on

Choosing the right person to serve as trustee of a special needs trust (SNT) is a key task when creating such a trust. It may also prove to be one of the most challenging. Trustees are responsible for the following: ...more

Chambliss, Bahner & Stophel, P.C.

Responsibilities of a Special Needs Trust Trustee

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For individuals with disabilities, an inheritance or settlement can jeopardize a their government benefits, such as Medicaid and Supplemental Security Income (SSI). A special needs trust (SNT) can help the individual remain...more

Chambliss, Bahner & Stophel, P.C.

What Can an SNT Pay for Without Affecting SSI or Medicaid?

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Funds held in a properly drafted special needs trust (SNT) will not affect a Supplemental Security Income (SSI) or Medicaid recipient’s benefits. However, funds disbursed in a manner that violates SSI or Medicaid rules can...more

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