Legal Question in Wills and Trusts in California
Beneficiary of Trust on Disability
If a beneficiary of a Living Trust has been out of work for over 1 1/2 years and was on workmans comp but now states he is on disability and is suppose to be retrained for a new career, does this type of disability require the executor of the trust to put his distributions from the trust into a trust savings account until he re-establishes employment and if so, for how long after employment is re-established?
2 Answers from Attorneys
Re: Beneficiary of Trust on Disability
It all depends on what the trust says.
Re: Beneficiary of Trust on Disability
Does the trust make this restriction? If so, then you have to abide by the trust. If you're asking whether trust distributions would interfere with his benefits, look to the trust to see if you can withhold distributions or have a "special needs trust" to not affect his eligibility for benefits.
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