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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: "Supplemental Security Income"
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 Must SSI Beneficiary Begin Taking Social Security Retirement at Age 62?
0
By Harry Margolis
In Social Security, Special Needs Planning
Posted July 1, 2022

Must SSI Beneficiary Begin Taking Social Security Retirement at Age 62?

Question: I wanted to confirm that an SSI recipient must apply for their Social Security benefits when they turn 62 based on a friend’s recent personal experience. About 10 weeks after [...]

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 How Can I Protect My Accident Settlement and My SSI and Medicaid Benefits?
0
By Harry Margolis
In Special Needs Planning
Posted June 6, 2022

How Can I Protect My Accident Settlement and My SSI and Medicaid Benefits?

Question: I am 60, disabled, and on SSI and medicaid. I was recently in a car accident, and am expecting a decent sized (about $60K) settlement. I do not want to lose my SSI and Medicaid [...]

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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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 Can I be Paid to Care for My Disabled Grandson?
0
By Harry Margolis
In Special Needs Planning
Posted July 12, 2019

Can I be Paid to Care for My Disabled Grandson?

Question: I live in Ohio. I am the maternal grandmother and guardian of my 13-year-old grandson, who has been 100% handicapped for the past 6 1/2 yrs due to a car wreck. He’s basically a [...]

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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 Can I Help My Son and His Family Without their Losing Medicaid?
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By Harry Margolis
In Special Needs Planning
Posted November 10, 2017

How Can I Help My Son and His Family Without their Losing Medicaid?

Question: How can my wife and I gift a total of $40,000 to our son, daughter-in-law, and two grandsons without them losing their Illinois Medicaid coverage? We already have a trust set up for [...]

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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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