Відео

A professional fiduciary can also be problematic. A St. Petersburg nonprofit, The Center for Special Needs Trust Administration, which administers trust funds for people with medical needs filed for bankruptcy in Feb 2024 after its founder took $100 million in an unsanctioned loan. Leo Govoni transferred the missing funds to the Boston Finance Group, a company he owns, using a line of credit he set up while serving as president of the center. The center administers trust funds for more than 2,000 people with special medical needs across the United States and abroad.

I am a notary currently and very interested in a career as a fiduciary. Can you tell me where is a good place to start as far as education and experience to become a fiduciary?

This was a very helpful and informative video! I definitely enjoyed you explaining and breaking down each step and requirements for section 8. Because of you, I confidently now know a lot more about the Section 8 process than I did before when I signed up for low income housing five years ago. I'm actually in the process of moving to another subsidized housing and this info will be beneficial.

This was a very informative and beneficial video, Ellen! Thanks a lot! I've had my MIAble since mid last year and It's done wonders for me. I totally recommend it to anyone! Just watch this video before signing up for one set up in your state.

Relative wants to ACH gift monies into my sons Wells Fargo bank account, can we then transfer those funds to Able account as funds are intended for ? Thank you ❤

I am at 1037 but disability

What counts as countable assets? Does my IRA count?

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I need my section 8 because I have cancer can't live a long know more

I’m going through the same thing. Thanks for sharing. I’ve found a lot of useful videos on your channel.

How is your son doing now?

Great video, thank you.

Thank you very much for this advice, I’ve successfully have set up an CA ABLE account for my son, he has a Wells Fargo bank account with checks to give account info to a relative that wants to GIFT money to him. Is it ok to have relative ACH into his Wells Fargo bank account, then what is the procedure to link ABLE ACCOUNT in order to keep records of deposited monies into Wells Fargo with intended purpose to transfer into ABLE account would that be the acceptable to SSI and Medical/medicare ? Thank you 😊 Linda R

Thank you for explaining

I receive $828 in SSDI/CDB and $135 in SSI per month. I was recently hired at a small, slow paced makeup boutique and would be making $10 an hour at 18 hours a week. So $720 per month before taxes, and still way below any of the ŵage limits. I understand that this would essentially cut out the $135 SSI, but it will not affect the SSDI/CDB? I've also heard that after 12 months of this, the SSI would be cut out permanently, which is terrifying as I have a progressive disease (and other ailments) and desperately need that safety net if I am unable to continue to work this job. I'd be hard pressed to find another job similar where I work alone only 3 days a week, can sit when needed, use mobility aids when needed, etc. I desperately want to take this job, but if it could potentially leave me in a bind later on, the few hundred bucks isn't worth it. Please help and explain what will actually be reduced in benefits, and potential pitfalls in the future.

I received an insurance death payout for my mom from her life insurance company and I receive ssdi & medi-cal. I found this video very helpful. Thank you

We are not the Ukraine people n the people who can over here from the border $10000

I'm on supplemental social security Since 2012 I did not have enough work paid ss by like three months work .I was able to work for a couple brief stints that paid me very well. Can I qualify for SSI now if I have had enough paid in ?

I only get 940 some dollars from SSI I've never gotten more than that ever since I've been SSI when I first started off I was getting less it would be nice to get more SSI it would help me out a whole lot better but I know maybe

My neighbor has section 8 housing, she orders from GrubHub Uber eats, she gets all of her groceries delivered, she's driving a brand new 2024 Lincoln Continental, and she bribed to me the other day that she only pays $150 for a two-bedroom apartment. And she gets $130 a month for a light bill. My husband is a veteran, we're lucky to get 256 a month for a one bedroom apartment, and we get no allotment for lights. And we are living on $1,379 a month for two people, and we only are a lot of 23.00 a month food stamps

Where I live...in Kansas...there is an organization called Arcare that does pooled trusts, and they tell me there is a way for me to set things up in my own estate planning now so that it can go into their pooled trust for the benefit of my son and It's not a d4a trust or a d4c trust. In fact it would not be a self settled trust because I would be setting it up...before my death...to go directly to the trust (bypassing any direct ownership by my disabled son)...and there would be no medicaid payback requirement when my son dies. Does this type of pooled trust sound at all familiar to you? Would LOVE it if I understood more... The person in Arcare's trust department who's responsible for informing folks how it works is either insufficiently qualified to fully inform me or I'm incapable of understanding her. Not sure which but I can't feel comfortable opting in to this pooled trust without a lot more info....or even some good "search terms" so that I can research this type of pooled trust on my own. If any of this sounds like a type of pooled trust you are familiar with, I would be OVERJOYED to see a video dedicated to it!

There is a woman in my apartment complex that has Section 8 and lives 6 months of the year in Brazil! She has been doing this for years. So USA pays to subsidize her apt in New York State while she is traveling internationally. $$$ paid for an apt with no one living there.

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Hi just want to say that SSI is now suffering with everything so high that we have to go with our had to let go of cable no TV this is sad for a disabled seniors.but thank you for the info

I would not trust to have a pooled trust run by a non profit. I would rather pay the money it costs to create a Special Needs Trust. The reason why a founder of a non-profit organization in Florida stole $100 million from the pooled special needs trust using it as collateral for a loan. Here is the news story from WFLA channel 8 Tampa, Florida. ua-cam.com/video/P_-kClmROZM/v-deo.html

I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024

Can you do a video on what happens if you are on medi-cal and you either inherit or get a large pay check during one month only... Do they stop medi cal for month? Do you get bumped off completely?

Do you pay that $268 every month wether you use your health insurance that month?

Does this include an elderly person in Ca who receives a personal injury settlement and is on ssi, medical and section 8?

Fantastic information to replace the Estate Plan Trust NICEP and NICER bravely caveated fails, can you Collaborate with J/L Legal we need a hundred million NICER forgery proof Arbiter Interdiction A/B Dynasty Interdiction Living Trust administrations. To protect families from Financial elder abusers DIY Estate Plans. We need them changeable while alive and non-changeable later to interdict our greedy grantees. We want to County Fund. NICER Record, Arbiter Referee, Trust Guardian Validate, and Trusted Advisor Certified Rightful Heirs. To inventory, appraise, transfer, distribute, and Peacekeeping settle NICER administrations with a Hollywood style Pro Bono Trust Reading.

I receive Medicaid because of low income. I am under 55. Outside of California, if I don't set up any trust, does the ACA/Magi-Medicaid have a payback provision after turning 55?

SCAMMER

Such an important thing to address. As a hospital nurse of 30 years it was unfortunately common to see staff scramble under stress to check DNR status.

Hi Ellen! I just wanted to thank you for sharing very informative videos. I just a have a question. Both my parents are retired and has Medicare benefits. They’re both receiving sss benefits with approximately $1500 a month and my mom is collecting from IHss about $2400 as she takes care of my grandma. We recently applied to see for Medical benefit to see if they can help for some bills since my dad is going dialysis. Unfortunately their share of cost is 1600 a month. Is it better for them to purchase a supplemental insurance and drop the Medical? I’m a little confused about what Medicare cover. Thank you in advance if you reply.

When set up 3rd party SNT, should we set up as IRREVOCALBE or REVOCABLE Trust? I heard 3rd party SNT has to be a IRREVOCABLE trust. I am in California.

Hi Ellen, I was told that the 3rd party SNT need to set it up as a IRREVOCALBE Trust, is this true? I am comfused because I read online that 3rd party SNT could be either irrevocable or revocable trust. if so, what is your recommendation for someone to set it up?

Great info. Thanks for a value-add 8 plus minutes. ✅

Hi Ellen, I just found your page and I’m hooked! Thank you so much for the creation of this content. This all such important information that all parents/ families should have access to and information IRC should be providing to their families but unfortunately that is not the case. We as advocates for our children have to comb through so much misinformation to find what we’re looking for. I unfortunately have not had a good experience with IRC and I believe it’s because I’m an informed consumer and a fierce advocate for my 14 month child. Knowledge is power. The less you know (educated) the more power they (IRC) hold over you. The more you know the less BS they can sell you. Bravo! Thank you again Ellen. I will be watching every single video you have available. Wishing you much success!!!

Off shore (?) Does this mean speak to someone in India that only knows a little about ssdi and . Confusing whom may call ?

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My son had heart surgery at six month old. His med. file is 3 inches thick now! he got ssi in two months after we filed! He is on meds for life and was told to llive within one hours drive of a major hospital!!I.E. Leboner childrens. They even filmed his first heart surgery as he was one of the first! at 18 his ssi stopped ! and after covid delays and three years they said he not only get no ssi but owes 25 000 dollars because he got money during the appeal. He is still disabled and he could not graduate high school due to covid!! in fack R.S.V. and covid are major threats to him and he only goes out when the threat is very low or even not at all!95% of his time is in isolation as he was in quarinteen as a child!

Hi. Here to learn. Ty for posting this. I have two boys with special needs and I definitely want to open an account but not sure which ones right for them.

Is the $2,000.00 in bank account max includes the $943.00 monthly payment so you really only have $1,057.00 in your saving to not go over the max.

Wow, filing for Social Security at 62? Bold move! But hey, I’ve got $125k just chillin' in my emergency fund, itching to start making me some money. Honestly, I'm torn between playing it safe or just diving in. Who knew deciding when to start would be the easy part, right? Time to make that cash work for me, not the other way around!

Believe it if u I received it. SSI suppose to send a letter or SSN

I moved to Texas..before I moved there I was getting 1058.00 Texas took money from me i am not even making..people on SSI get more than me..i get about 728.00 in social security disability and SSI gave me 333.00 but Oklahoma never gave that back I am not even making it i don’t know what to do I’m homeless because of this my friend has been letting me stay with them

Do you have to be living with the parent at the time of death to avoid reassessment, or do you just need to make the home your primary residence after the death of the parent?

Hi. I've been on CDB forever but I am so confused about work rules.

What if we have a Special needs grandson we wish to help the family as they are going through a difficult life change.

I have a question about the sophistication trust explain to me how the social security office can give us a social security number and on the back of it has red letters on it in which it’s a card credit when we was born, but we do not know nothing about it until we look up information and find out we actually worth millions and millions of dollars because we withdraw this money from there because the red letter is like a credit card on the back of our Social Security card but the government don’t tell us about this and it’s a lot of people didn’t find out about this, but I’m asking you could you answer this question we have to do with the Social Security office and letters for the back of the Social Security code and they supposed to release that money, right?