If someone is receiving SSI, will this person loose their benefits if they receive an inheritance but the inheritance remains in a trust unavailable to them?

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If someone is receiving SSI, will this person loose their benefits if they receive an inheritance but the inheritance remains in a trust unavailable to them?

Asked on March 24, 2013 under Estate Planning, California

Answers:

Victor Waid / Law Office of Victor Waid

Answered 11 years ago | Contributor

As long as the person for who the benefits are intended does not have any right in any way to take or control the benefits, then they should not lose their SSI; you are advised to obtain the assistance of probate counsel to obtain a definitive answer; you have to be careful here; mayber a special needs trust needs to be set up for the intended beneficiary by a third person.


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