Legal Question in Wills and Trusts in Washington
My handicapped elderly sister is inheriting some money, she is on state assistance and we dont want to disrupt her services. we were told she can only keep $2,000 or less in her account therefore will need to spend her inhertiance within 1 month. Can she make a donation to her church with that money?
1 Answer from Attorneys
Your sister will need to disclaim all interest in the inheritance. She can NOT have any control over the money in any way. If she takes any of the money, except for $2000 in her bank account, she will be ineligible for services and even if she gives the money away, she will be ineligible as if she had kept the money.
She must not accept the inheritance. She must use a disclaimer. Please check with her case manager to make sure that she is cooperating within the system.
Caroline R. Suissa-Edmiston, LL.M.
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