At least once a week and sometimes as frequently as once a day, I get calls from clients and potential clients about lottery winnings. Often, by the time they seek legal advice, their money is gone. The Federal Trade Commission has been actively working to stop the lottery fraud and scams, but new ones emerge…
Funds held in a properly drafted special needs trust will not affect a Supplemental Security Income (SSI) or Medi-Cal recipient’s benefits. But problems can develop when funds come out of a special needs trust. This leads to one of the most commonly asked questions about special needs trusts – what can the trust pay for?…
April 15th is right around the corner, which means that it is time to file yet another personal income tax return. Although some people with disabilities may not have enough income to necessitate an income tax filing, most people will need to file a return based on their earned and unearned income. Beneficiaries and trustees…
