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Related Social Security Questions
My father passed away three years ago and had money in a
My father passed away three years ago and had money in a trust set aside for the family. When the trust was originally made it was assigned a SSN that was identical to his I guess that operated as an EIN. Now that he's passed we cannot access funds as a family and all as trustors. To open a bank account in his Trust's name to deposit the money into from its Fund, apparently it needs a new Employer Identification Number (EIN). Which we need to request from the IRS. I just want to make sure before requesting from the IRS that this is the appropriate thing to do. So when someone's alive, the Trust has their exact SSN as its EIN, but after they pass, a new EIN needs to be requested by the family? … read more
lev-ssa
lev-ssa
Retirement and Benefits
Bachelor's Degree Equivalent
57,067 satisfied customers
How do I have to move monies from my account to a trust
how long do I have to move monies from my account to a trust fund? I will have an inheritance from my mothers death estate and life insurance policy from my partner who has terminal canser. … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
21,260 satisfied customers
If Person A is a successor trustee of someone else's living
If Person A is a successor trustee of someone else's living trust, is Person A still eligible for SSI and Medi-Cal benefits? … read more
Christopher B, Esq.
Christopher B, Esq.
Attorney
Juris Doctor
16,514 satisfied customers
MY SON (40) COLLECTS SSI. HE IS 42. CAN i SET UP A TRUST FOR
MY SON (40) COLLECTS SSI. HE IS 42. CAN i SET UP A TRUST FOR HIMM, WHICH HE CAN COLLECT FUNDS FROM NOW WHILE HE IS COLLECTING SSI./ … read more
lev-ssa
lev-ssa
Retirement and Benefits
Bachelor's Degree Equivalent
57,067 satisfied customers
I am years old. I have been on ssi and medicaid since 2011.
I am 69 years old. I have been on ssi and medicaid since 2011. My boyfriend died december of 2019 and left me an irrevocable trust. I owe IRS from 2010 about $160K...the trust is $270K.....I'm going t… read more
lev-ssa
lev-ssa
Retirement and Benefits
Bachelor's Degree Equivalent
57,067 satisfied customers
I share my bank account with my son. Will Medicaid take the
I share my bank account with my son. Will Medicaid take the entire amount if I go to a nursing home?… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
21,260 satisfied customers
How do you avoid Medicaid getting remains of a special needs
How do you avoid Medicaid getting remains of a special needs trust when the beenficiary dies? … read more
Mark Anderson
Mark Anderson
Attorney
Doctoral Degree
1,068 satisfied customers
About 5 years ago, I created a Special Needs Trust for a
About 5 years ago, I created a Special Needs Trust for a disabled individual that allowed the trustee to decide whether to spend money on behalf of the person with the disability. Social Security cond… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
21,260 satisfied customers
I receive Ssi benefits but potentially will be receiving
I receive Ssi benefits but potentially will be receiving some money from a friend who died. If I give this money to my son would my Ssi benefits still be effected?… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
21,260 satisfied customers
Lane, I regards to my Special needs trust should I need
Hi Lane, I regards ***** ***** Special needs trust should I need Medicaid. I was counting on the dividends from this trust to help me pay monthly expenses. My trustee signed a paper to have the checks… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
21,260 satisfied customers
I'm currently receving SSI and I live in New York State. I
Hello, I'm currently receving SSI and I live in New York State. I would like to start to save some of my SSI money and put it away but, I'm told that I cannot do this. I heard that I'm allowed to setu… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
21,260 satisfied customers
My brother is 66 years old and disabled-deaf and cerebral palsy
My brother is 66 years old and disabled-deaf and cerebral palsy from birth. He has gotten SSi along with state assistance for many years. He got a money settlement of about $20,000 as part of an inher… read more
PDtax
PDtax
Owner
Master's Degree
6,530 satisfied customers
Can you transfer monthly benefits into a special needs trust? How
Can you transfer monthly benefits into a special needs trust? How much money is allowed in the special needs trust?… read more
Stephanie O Joy, Esq
Stephanie O Joy, Esq
Soc. Sec. Attorney
Doctoral Degree
3,379 satisfied customers
we have a disabled adult male that has been receiving ssi for
we have a disabled adult male that has been receiving ssi for about 20 years. It would appear that his mother has terminal cancer. the adult male is the only child (new York). If the assets go to the … read more
dylatess
dylatess
ATTORNEY
JD
3,610 satisfied customers
My son has applied for Disability Benefits (having been
My son has applied for Disability Benefits (having been disabled since birth), however, I have saved money for him over the years for him to use for his future. He is now 18 years old (almost 19) and … read more
Stephanie O Joy, Esq
Stephanie O Joy, Esq
Soc. Sec. Attorney
Doctoral Degree
3,379 satisfied customers
If a person is on SSI and receives a bequest and uses it immediately
If a person is on SSI and receives a bequest and uses it immediately to buy a home to live in, how will that affect their SSI payments? What if the bequest goes into a trust for them?… read more
dylatess
dylatess
ATTORNEY
JD
3,610 satisfied customers
I have finally been provided an oppertunity to receive arrears
I have finally been provided an oppertunity to receive arrears of maintence that was owed to me over 4 years ago. This was to have been paid in a lump sum, but due to spouces contept of court orders t… read more
Stephanie O Joy, Esq
Stephanie O Joy, Esq
Soc. Sec. Attorney
Doctoral Degree
3,379 satisfied customers
hi. i am on ssi and my father left me about 20.000 dollars
hi. i am on ssi and my father left me about 20.000 dollars . i would like to know about a special needs trust or what i can do to keep the money. i was just on line with just answer and i forgot my pa… read more
Stephanie O Joy, Esq
Stephanie O Joy, Esq
Soc. Sec. Attorney
Doctoral Degree
3,379 satisfied customers
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Meet the Experts:

dylatess

dylatess

ATTORNEY

3,610 satisfied customers

37 plus years of SSD practice

Megan C

Megan C

Certified Public Accountant (CPA)

4,591 satisfied customers

Licensed CPA, CMA, CFE, CGMA M.Accy Also Teach Accounting courses at Master's Level

LawTalk

LawTalk

Attorney

3,071 satisfied customers

I have 30 years of legal and litigation experience, including representing clients before the U.S. Social Security Administration.

Arthur Rubin

Arthur Rubin

Tax Preparer

178 satisfied customers

Over 20 years experience in tax preparation, including some multi-national Social Security applications.

AttorneyTom

AttorneyTom

Attorney

16 satisfied customers

Attorney

Christopher B, Esq.

Christopher B, Esq.

Attorney

16,514 satisfied customers

Attorney licensed for 17 years specializing in various fields.

Stephanie O Joy, Esq

Stephanie O Joy, Esq

Soc. Sec. Attorney

3,379 satisfied customers

25+ years legal exp. - 15+ years owning/operating her own SSD Law practice.

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Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

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