What Expenses Can a Special Needs Trust Pay For?

Published: April 27, 2020, 10 a.m.

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Funds placed into a special needs trust are not counted by Medicaid and SSI when determining ongoing eligibility.\\xa0

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A special needs trust can be a great solution for disabled clients who are unable or unwilling to spend down on the allowed items in the calendar month they receive the settlement.

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In this episode, Greg Maxwell discusses what types of expenses a special needs trust can pay for on behalf of the beneficiary.

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Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.

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