Legal Question in Wills and Trusts in California

inheritance

A family member is listed as an heir to an estate, part of the inheritance being monetary. Since he has been receiving SSI for approx. 12 years, will the money be taken from him in order to pay back the state?


Asked on 2/05/09, 4:09 pm

1 Answer from Attorneys
Michele Cusack Pollak & Cusack

Re: inheritance

Receiving an inheritance may make your family member ineligible for SSI. There are ways to deal with this problem. If your family member has a living parent, the parent can set up a Special Needs Trust to hold the inheritance. Please consult an attorney.

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Answered on 2/05/09, 5:55 pm


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