Legal Question in Wills and Trusts in Ohio

yes im 33 receive ssdi and medicare,when my mom passes her inheritance goes to me and my sister, am i even aloud to receive it if im on social security, if not what should i do


Asked on 9/28/09, 3:21 am

2 Answers from Attorneys

Elizabeth Schmitz Elizabeth S. Schmitz Attorney at Law

Receiving an inheritance can affect your ability to receive government benefits. You and your mother should discuss this matter with an estate planning attorney who can advise you whether a special needs trust should be put in place.

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Answered on 9/28/09, 7:38 am
Christine Socrates Meyers, Roman, Friedberg & Lewis

The inheritance may disqualify you from receiving your benefits so it is important for your mother to speak with estate planning attorney. The attorney will access your situation and possibly set up a Special Needs Trust so you can receive your inheritance and not disqualify you. If you have further questions, please contact me directly at http://www.socrateslegal.com.

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Answered on 9/28/09, 8:56 am


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