Legal Question in Social Security Law in California

inheritance

Hi

I know someone who is disabled and getting SSI. He just recently recieved an inheritance of $40,000.

Can this person lose their SSI benefits? Also, how much will this person have to pay in taxes?

Thanks

Lori


Asked on 3/10/06, 9:53 pm

1 Answer from Attorneys
Mina Tran PALMER & TRAN, LLP

Re: inheritance

Yes, your friend will lose his SSI benefits unless the money is put into a particular type of trust. Our office uses the Special Needs Trust which has worked for our clients.

Please feel free to contact me if you have any additional questions.

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Answered on 3/16/06, 6:16 pm


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