Legal Question in Social Security Law in California

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?

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

2 Answers from Attorneys

Armen Tashjian Law Offices of Armen M. Tashjian

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

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Answered on 9/15/13, 6:08 am

Phillip D. Wheeler, Esq. Phillip D. Wheeler, Attorney At Law

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

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Answered on 9/15/13, 3:23 pm

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