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What Is a Supplemental Needs Trust?
When planning for the future of a loved one with disabilities, one of the most important considerations is ensuring they remain financially supported without jeopardizing access to government benefits like Medicaid or Supplemental Security Income (SSI). This is where a Supplemental Needs Trust (SNT), also called a Special Needs Trust,…

Can a Beneficiary Act as Trustee? Understanding the Rules and Risks
Can a beneficiary be a trustee? This is a common question asked during estate planning and, under New York law, the simple answer is “yes.” While it is possible to let a beneficiary act as trustee, this arrangement can add complexity to the estate planning process and may not be…

How Long Does It Take to Get Inheritance Money From an Estate?
For families in New York, a common question after a loved one passes is “How long does it take to get inheritance money?”. The answer is not straightforward, since the time to receive assets can differ widely based on the estate’s complexity, whether a valid will exists, any disputes that…

How Self-Proving Affidavits Help Streamline the Probate Process
Creating a clear and enforceable estate plan is one of the most effective ways to protect your wishes and reduce stress for your loved ones. In Brooklyn, N.Y., one useful tool in the probate process is the self-proving affidavit. For families navigating trust and estate matters, this document helps simplify…

How to Choose Your Trustee
Choosing the right person to manage your trust is more than just a legal formality—it’s a pivotal decision that determines how your legacy unfolds. At Miller & Miller, we guide clients through this process with the clarity and care it deserves. The trustee holds significant responsibility, overseeing the steps from…

Key Parties to a Trust
This article will focus on some of the key parties to a trust. There are generally three parties to a trust; the grantor, trustee, and beneficiaries. The Grantor or Settlor is the person that creates the trust. This person will discuss with their attorney their wishes for the trust and…