Compliance with Federal and State Law for Medicaid & Social Security
When you apply for Medicaid or Social Security, you must disclose any trust that is set up for your benefit. To qualify for benefits, the trust must comply with federal rules and guidelines, as well as any additional rules or guidelines used in the state where you live. State rules can vary significantly from one state to another. The amount of benefits you qualify to receive will vary depending on where you live as well.
A Trust Lawyer Can Help
The law surrounding Special Needs Trusts is complicated. Plus, the facts of each case are unique. For more detailed, specific information, please contact The Law Office of Richard W Hartman III at (703) 255-7005.
Richard W. Hartman III founded The Law Office of Richard W. Hartman III, Attorney & Counselor at Law, PLLC to provide clients with honest, ethical, efficient, quality legal services.
Mr. Hartman began his career with a boutique trust and estate law firm, concentrating his practice in the administration of trusts and estates, which included the preparation of fiduciary accountings for trustees, executors and conservators. While working with that firm he also represented fiduciaries and beneficiaries alike in litigation involving challenges to the validity of wills and trusts, as well as protecting the interests of beneficiaries. Mr. Hartman also spent a considerable amount of his time with that firm assisting clients with guardianship and conservatorship matters.
Through those experiences Mr. Hartman came to desire a better way to serve clients and practice his profession. It became clear that offering his professional services directly to the general public was the best way Mr. Hartman could assist clients while maintaining the highest ethical and professional standards for himself, his work product, and his firm. This realization led Mr. Hartman to form The Law Office of Richard W. Hartman III, Attorney & Counselor at Law, PLLC.