Special Needs Answers
I am on SSDI, Medicare, and Medicaid. I received a $6,000 inheritance. How do I handle this and not lose my benefits?...
Read moreMy son was disabled prior to age 18 and is now 39. He lives with us at home and draws Social Security benefits on his dad's work record. I will be 62 in June and have applied for early retirement. Will our son be...
Read moreI 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?...
Read moreI 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? ...
Read moreCan a special needs trust pay for the beneficiary's doctor-prescribed special diet?...
Read moreI 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...
Read moreWith 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?...
Read moreMy 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...
Read moreI 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...
Read moreAsk us a question and we'll respond if possible. We receive a large number of questions and are unable to answer every one. But if you don't hear back, many questions are best answered by a local special needs planner. To find a qualified special needs planner near you, click here.
