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       Addressing legal needs of those over fifty and persons with disabilities.   

Questions

1. Does the beneficiary receive SSI and/or Medicaid?

2. Is it possible that the beneficiary will participate in any program in the future; such as group housing that may receive Medicaid dollars?

3. Am I familiar with SSI rules that will affect the beneficiary?

4. Am I familiar with Medicaid rules that will affect the beneficiary?

5. Am I familiar with the concept of In-kind, Support and Maintenance (ISM) and how it affects eligibility?

6. Do I know a qualified trustee to administer the trust?

7. Has the family of the beneficiary established a budget?

8. Am I familiar with the rules pertaining to pro rata contributions from third parties benefiting from the trust?

9. Am I familiar with the rules pertaining to child support obligations?

10. Am I familiar with the rules concerning taxation of d(4)a Trusts?

200 98th. Street • stone Harbor, NJ • 609-967-9596

Princeton Pike Corporate Center, 993 Lenox Drive, Building II - Suite 200 • Lawrenceville, NJ 08648 • 1-800-533-7227

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This page is intended to provide general information about our firm and its areas of practice to our current and potential clientele.
It is not intended to give legal advice to anyone on any subject.