Questions & Answers

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Question

Should a Rep Payee Recoup SSI Overpayments from a Previous Rep Payee?

I am the new Representative Payee for a Supplemental Security Income (SSI) beneficiary.  The beneficiary was overpaid for over a year and now the Social Security Administration (SSA) is seeking repayment.  When and how should I pursue the previous Rep Payee for reimbursement?

VIEW ANSWER | TAGS: SSI and SSDI, Public Benefits
 

Question

What Is The Best Kind of Special Needs Trust?

Our son receives Supplemental Security Income (SSI) due to a heart condition.  He is about to receive an inheritance and we would like to protect it with a special needs trust.  What is the best type of trust for him?

VIEW ANSWER | TAGS: Special Needs Trusts, Estate Planning
 

Question

Can I Administer My Special Needs Trust Without a Lawyer?

What is the best book to buy to help with the administration of a special needs trust?

VIEW ANSWER | TAGS: Estate Planning, Special Needs Trusts
 

Question

Is There A Limit On The Number of Trustees?

Can a special needs trust have more than one trustee at a time?

VIEW ANSWER | TAGS: Special Needs Trusts, Estate Planning
 

Question

What's the Difference Between a Settlor and a Grantor?

My special needs trust refers to someone called a settlor but my friend's trust has a grantor.  Are these roles different?

VIEW ANSWER | TAGS: Estate Planning, Special Needs Trusts
 

Question

What is a Special Needs Trust?

What is a special needs trust?

VIEW ANSWER | TAGS: Special Needs Trusts
 

Question

Can I Pay For Food or Shelter for an SSDI Beneficiary?

I know that a special needs trust cannot pay for food or shelter for an SSI beneficiary without affecting her benefits.  But what about paying for food or shelter for an SSDI beneficiary?

VIEW ANSWER | TAGS: SSI and SSDI, Special Needs Trusts
 

Question

Can I Give Away Money and Still Retain My SSI Benefit?

I receive Supplemental Security Income (SSI) benefits.  If I suddenly receive $10,000, can I immediately gift the money to my adult child who does not have special needs and still maintain SSI eligibility?

VIEW ANSWER | TAGS: SSI and SSDI