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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "SSI eligibility"
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 Will Income from Special Needs Trust Affect Beneficiary’s SSI?
0
By Harry Margolis
In Special Needs Planning
Posted October 11, 2024

Will Income from Special Needs Trust Affect Beneficiary’s SSI?

Question: I am helping a friend who has a 1st party special needs trust set up for his brother (funded from a personal injury settlement). His parents who were previously the trustees never [...]

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 Must SSI Beneficiary Reestablish Disability After Spending Down Inheritance?
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By Harry Margolis
In Special Needs Planning
Posted October 10, 2024

Must SSI Beneficiary Reestablish Disability After Spending Down Inheritance?

Question: My friend is disabled and has $50K coming to her from the sale of deceased intestate mother’s house and maybe $75K more when she is evicted by her mother’s heirs from her [...]

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 How Can SSI Beneficiary Keep Medicaid Coverage When He Must Take Social Security?
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By Harry Margolis
In Social Security, Special Needs Planning
Posted September 28, 2020

How Can SSI Beneficiary Keep Medicaid Coverage When He Must Take Social Security?

Question: I am a trustee of a special needs trust for a friend that was funded in March 2020. She has been on Supplemental Security Income (SSI) and Medicaid for over 10 years. She will be 62 in [...]

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  • Revocable Trusts (147)
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Wondering if a trust makes sense for you?

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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters