Q: My brother met with an elder law attorney who is preparing documents and helping with estate planning. My brother has special needs and is disabled. The elder law attorney stated that the special needs pooled trust may be eliminated and discussed other options, but not clear on what the future holds.

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    My brother has special ... home or in an assisted living facility. In the proposed regulation people with a disability under age 65 can transfer assets to a pooled trust, but 65 and older may no longer be able to transfer assets. Q: My father is in a ...
    01/2/2017 - 8:22 pm | View Link
  • SENIOR Q&A: Special needs pooled trust, new nursing home regulations
    My brother has special ... home or in an assisted living facility. In the proposed regulation people with a disability under age 65 can transfer assets to a pooled trust, but 65 and older may no longer be able to transfer assets. Q: My father is in a ...
    01/2/2017 - 8:22 pm | View Link
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