A: No, you don’t. Because SSDI is not a needs-based benefit, receiving an inheritance would not disqualify someone from receiving SSDI. However, if a loved one is receiving SSI or Medi-Cal, you should talk to an estate planning attorney about creating a special needs trust for that individual to receive their inheritance in order to not jeopardize their continued receipt of benefits in the future.
Q: My son is receiving SSDI. Do I need to set up his inheritance through a Special Needs Trust?
by Rose Law Firm of Napa Valley, Inc. | Nov 1, 2023 | Estate Planning, Q&A |
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