Questions & Answers

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Question

Is There a Limit on the Value of a Car That an SSI Beneficiary Can Buy?

I receive Supplemental Security Income (SSI) benefits. My car is 19 years old and not so reliable. I'm thinking of driving it to the junk yard and buying another one. How much, maximum, I can spend on it?

VIEW ANSWER | TAGS: SSI and SSDI, Public Benefits
 

Question

Who Can Help Coordinate Benefits When a Person with Special Needs Moves to Another State?

I have an adult son who receives both Social Security Disability Insurance (SSDI) and Medicare. Is there an interstate agency that assists with moves from one state to another so my son will not lose eligibility for government benefits? 

VIEW ANSWER | TAGS: Public Benefits, SSI and SSDI
 

Question

Can a Trust Pay for a Beneficiary’s Special Diet?

Can a special needs trust pay for the beneficiary's doctor-prescribed special diet?

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

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 Statute of Limitations to Pay Medicaid from a Special Needs Trust?

With a special needs trust that requires Medicaid to be paid back following the beneficiary’s death, what is the statute of limitations for that repayment? If Medicaid has not asked to be paid back, when can the proceeds be distributed?

VIEW ANSWER | TAGS: Special Needs Trusts, Public Benefits
 

Question

Does Medicaid Reimbursement Take Priority Over Other Expenses?

My daughter's first-party special needs trust was paying for several services that weren't covered by Medicaid.  I know that if my daughter dies, the state has the right to recover funds from my daughter's trust for Medicaid services that it provided.  If there are outstanding bills from other service providers when my daughter passes away, can I pay those bills before paying back the state?

VIEW ANSWER | TAGS: Medicaid, first party, special needs trust, reimbursement
 

Question

Do I Need a Special Needs Trust To Protect My SSDI Benefit?

I am currently receiving Social Security Disability Insurance (SSDI) and my mother, with the help of her attorney, has set up a special needs trust for me. Do I necessarily need a special needs trust and would an inheritance jeopardize my SSDI income?

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

Question

What Happens If My Medicare Set-Aside Runs Out?

If my Medicare Set-Aside runs out of money, who pays for my continuing medical expenses that are related to my accident?

VIEW ANSWER | TAGS: Public Benefits, Settlement Planning, Health Care