White Paper

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  • 8 Pages

Government Benefits and Special Needs Trusts


26 Questions and Answers to Keep you Informed

There are many questions that come up when handling special needs trusts. From the basic question of what government benefits are ...

Q. What are government benefits?

A. Government benefits are forms of healthcare benefits and financial assistance made available to citizens of the United States. While eligibility for certain government benefits is based upon an individual’s monthly income and the value of the resources he/she owns, eligibility for other programs is based upon the number of quarters of employment during which an individual paid taxes into the Social Security system. Examples of means-tested benefits are Medicaid, Supplemental Security Income, Food Stamps and Section 8 Housing Vouchers. Examples of entitlement-based benefits are Medicare, Social Security Disability Income and Disabled Adult Children’s benefits. 

... to digging into Medicaid, social security disability income and ABLE accounts. This white paper reviews 26 questions that can help your with your planning today.



Peter H. Wayne, IV

Peter H. Wayne, IV

Advocacy Trust

  • Corporate Counsel to Advocacy Trust and its affiliated companies
  • Practice focuses on assisting clients with personal, estate and business planning needs
  • Recently selected by Louisville’s Business First as a Forty Under 40 member for 2016, and while in private practice, was selected as one of Louisville’s “Top Lawyers” in the area of Elder Law by Louisville magazine in 2014
  • Frequent speaker for local, regional and national organizations and associations
  • Writer of several publications related settlement and special needs planning
  • J.D. degree, Chase College of Law, Northern Kentucky University; B.S. degree in finance, Miami of Ohio
  • Can be contacted at 502-715-2823 or [email protected]
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Peter H. Wayne, IV

Advocacy Trust

Peter Wayne serves as counsel to Advocacy Trust, while also serving as an administrative and business development officer for the Forge Companies. Peter originally served as a settlement planner and attorney for Forge Consulting from March 2009 until November 2011 and then returned to the Forge Companies after gaining experience as an estate planning lawyer at Wyatt, Tarrant & Combs, LLP, a large regional law firm, and as an administrative and business development officer at Stock Yards Bank & Trust Company, both located in Louisville, Kentucky.

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