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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"
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 Must SSI Beneficiary Report Food from Food Bank?
0
By Harry Margolis
In Special Needs Planning
Posted June 17, 2020

Must SSI Beneficiary Report Food from Food Bank?

Question: Is going to a church for free food in-kind income for purposes of SSI? Response: Technically, yes, but it’s likely to fall under the radar. Beneficiaries of  Supplemental Security [...]

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 Does My Daughter Need a Special Needs Trust If She’s Receiving SSDI?
0
By Harry Margolis
In Special Needs Planning
Posted June 28, 2019

Does My Daughter Need a Special Needs Trust If She’s Receiving SSDI?

Question: My 34-year-old daughter was recently diagnosed with a disabling condition and receives SSDI. I have an irrevocable trust dividing my assets among her and her siblings. How do I amend my [...]

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 What Should I do About a Trustee Who is Overcharging Me?
1
By Harry Margolis
In Special Needs Planning, Trustee
Posted June 7, 2019

What Should I do About a Trustee Who is Overcharging Me?

Question: I have a special needs trust holding about $200,000. My trustee is charging me attorney fees every month from $136 to $380 an hour. My SSI check is just $550 a month. In the past 12 [...]

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 How Will Child Support Affect My Son’s SSI?
0
By Harry Margolis
In Special Needs Planning
Posted March 29, 2019

How Will Child Support Affect My Son’s SSI?

Question: I am a 52 year old with a Prader-Willi syndrome child, age 9. We both receive Supplemental Security Income (SSI) as well as Section 8 for housing and $15 a month in food stamps in Ohio. [...]

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 What Happens to Medicaid When You Switch from SSI to SSDI?
4
By Harry Margolis
In Social Security, Special Needs Planning
Posted March 22, 2019

What Happens to Medicaid When You Switch from SSI to SSDI?

Question: I have two disabled brothers who are 36 and 27 years old. They live with my mom at home who recently retired and started to receive Social Security. As a result, my brothers switched [...]

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 How Does My Daughter Switch Over from SSI to SSDI, and Maintain her Medicaid?
0
By Harry Margolis
In Special Needs Planning
Posted December 8, 2017

How Does My Daughter Switch Over from SSI to SSDI, and Maintain her Medicaid?

Question: My daughter is 32 and receives SSI – she has cerebral palsy. My husband and I are over 65, still working, and I plan to start collecting Social Security. Will my daughter [...]

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 Does a Trustee or Agent under a Power of Attorney have a Duty to Report to Heirs?
0
By Harry Margolis
In Durable Powers of Attorney, Revocable Trusts, Special Needs Planning, Trustee
Posted October 20, 2017

Does a Trustee or Agent under a Power of Attorney have a Duty to Report to Heirs?

Question: Everything about mom’s assets and estate were kept confidential until after her passing. Can an agent under a durable power of attorney or a trustee (I’m not sure of her [...]

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 ABLE Accounts Offer Flexibility for SSI Beneficiaries
0
By Harry Margolis
In Special Needs Planning
Posted August 25, 2017

ABLE Accounts Offer Flexibility for SSI Beneficiaries

In 2014, Congress passed the much-anticipated Achieving a Better Life Experience (ABLE) Act to permit the creation of savings and investment accounts for people receiving public benefits and [...]

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 Administering Special Needs Trusts and Preserving Public Benefits
2
By Harry Margolis
In Special Needs Planning
Posted August 18, 2017

Administering Special Needs Trusts and Preserving Public Benefits

While setting up a special needs trust will shelter assets—whether inherited (read here), earned, or won as a personal injury settlement or judgment (read here)—so they won’t be counted in [...]

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 The (d)(4)(A) Trust Safe Harbor for Medicaid and SSI
0
By Harry Margolis
In Long-Term Care Planning, Special Needs Planning
Posted June 16, 2017

The (d)(4)(A) Trust Safe Harbor for Medicaid and SSI

As explained here, Medicaid would count the funds in most trusts you created for yourself or for your spouse as being available if either of you were to apply for benefits. However, the Medicaid [...]

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  • Estate and Gift Taxes (47)
  • Guardianship and Conservatorship (3)
  • Health Care Directives (12)
  • Irrevocable Trusts (39)
  • Long-Term Care Planning (151)
  • Non-Traditional Families (14)
  • Non-US Citizens (19)
  • Pets (3)
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  • Probate (26)
  • Property in Other Countries (4)
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  • Retirement Plans (15)
  • Revocable Trusts (92)
  • Second Marriages (10)
  • Social Security (17)
  • Special Needs Planning (63)
  • Trustee (51)
  • Vacation Homes (3)
  • Wills (42)
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