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Solving Excess Resources Problems wit...

Social-Security-Disability-Forum » Solving Excess Resources Problems with a Special Needs Trust - SSI and Medicaid  

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DonR

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Posted on Thursday, August 16, 2001 - 11:55 am:   Edit Post Delete Post View Post/Check IP    Move Post (Moderator/Admin Only) Ban Poster IP (Moderator/Admin only)
My adult son is comotose and stays at home. With the recent COLA in Social Security the amount of Social Security plus the allocated home expenses exceeded the amount necessary to qualify for SSI. We live in a state where SSI is necessary for Medicaid so we lost Medicaid. Our only hope now appears to be to submit a Statement of Living Arrangements. Our son has a fully qualified pre 1993 Special Needs Trust that pays for the house. Can someone tell me how this will be considered. Also, can someone tell me if in completing the Statement of Living Expenses it is better to have a greater or lesser amount for electricity, water etc and whether it is better to have greater or fewer people living in the home.
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Paul McChesney (Admin)

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Posted on Wednesday, August 22, 2001 - 6:32 am:   Edit Post Delete Post View Post/Check IP    Move Post (Moderator/Admin Only) Ban Poster IP (Moderator/Admin only)
This is a tricky question; you need to lay all of your financial information before someone who specializes in this area. Most attorneys who are good at special needs trusts can handle this.
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Howard

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Posted on Friday, January 24, 2003 - 6:32 pm:   Edit Post Delete Post View Post/Check IP    Move Post (Moderator/Admin Only) Ban Poster IP (Moderator/Admin only)
I've been on SS disability for almost 5 years and will always be due to having MS.
How will an inheritance affect my SS income.
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Paul McChesney (Admin)

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Posted on Wednesday, February 26, 2003 - 7:41 pm:   Edit Post Delete Post View Post/Check IP    Move Post (Moderator/Admin Only) Ban Poster IP (Moderator/Admin only)
If you are on Social Security Disability, not at all.

If you are on SSI, it might stop your check, and worse, your accompanying Medicaid. In order to avoid this, you might want to consider being taken out of the will, or possibly talking to an attorney about a special trust that will protect your benefits.
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Henry G. (Unregistered Guest)
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Posted on Wednesday, April 26, 2006 - 9:42 pm:   Edit Post Delete Post View Post/Check IP    Move Post (Moderator/Admin Only) Ban Poster IP (Moderator/Admin only)
There is one of the Nolo publications (copyright 2005) about Special Needs trusts that is on the market that is excellent. This book would be worth looking into. Of course, the book is not a substitute for a knowledgeable attorney.

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