Estate Law Questions? Ask an Estate Lawyer.
Hi and welcome to JA. I am Ray and will be the expert helping you today.
If he receives SSDI this is not a problem.If he receives SSI it is a problem and he will need a master pooled trust.This is a pre existing trust and the money is exempt as a resource.He has a sub account like a savings account.The money is paid directly to the account, he cannot touch it here.
Reference to SSDI..
If it is SSI then here is a list of master pooled trusts for all 50 states.
SSDI is based on having enough wages and then disability, SSI is for people lacking the wages so it is critical they know what they get as whether there is a problem or need for master pooled trust.
If you end up needing a MPT then just call the places for your state, they are happy to talk to you about it and can help you set it up.There is no need for a lawyer, these are pre existing trusts approved by medicaid.
I appreciate the chance to help you today.Please let me know if you have more follow up.Thanks again.
If he is one SSDI here and medicare it is not an issue.If he was medicaid or SSI it would be an issue.Looks like this is not going to be a problem since he is on SSDI/medicare.They do not have financial restrictions like these other programs.Inheritance has no effect on SSDI or medicare here.
Thanks for the follow up.
If you can leave a positive rating when we are done it is always much appreciated.