California  |  Social Security Law

Legal Question

Asked on: 9/15/13, 5:25 am

I am a mother of a daughter who is a recipient of social security disability benefit (SSDB). My husband died some years ago. I like to give her a considerable sum (say, $200,000) as a gift for her to live on after my death. Does that disqualify her from SSDB? How about giving annuity to her?

2 Answers


Answered on: 9/15/13, 6:08 am by Armen Tashjian

I suggest you setup a special needs trust for her so her benefits are not negatively effected.


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Law Offices of Armen M. Tashjian 6311 Wilshire Blvd., Second Floor Los Angeles, CA 90048

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Answered on: 9/15/13, 3:23 pm by Phillip Wheeler

Greetings. Like Armen said, start a "special needs trust".


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Phillip D. Wheeler, Attorney At Law- caonlinelawyer.com P.O. BOX 665 Morro Bay, CA 93443-0665

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