Q: My son is receiving SSDI. Do I need to set up his inheritance through a Special Needs Trust?

by | Nov 1, 2023 | Estate Planning, Q&A |

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.