Questions & Answers

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Question

Who Takes Care of an SSI Beneficiary's Finances if She Can't Manage Her Own Money?

I have a patient who receives Supplemental Security Income (SSI) but can't manage her own money.  Can we set up a special needs trust to receive her benefits and use them for her benefit over the course of the month?

VIEW ANSWER | TAGS: SSI and SSDI
 

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

If a Trust Beneficiary Loses SSI, How Do You Close His Special Needs Trust?

When an SSI beneficiary loses his government assistance, how do you cash out his special needs trust?

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

Question

Who Pays for the Expenses on a House Owned by a Special Needs Trust?

If a special needs trust owns the house that the trust beneficiary lives in, who pays for the home expenses -- the trust or the beneficiary?

VIEW ANSWER | TAGS: Special Needs Trusts, 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

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