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SSDI and Medicaid affected by non-revocable trust distributions

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Anonymous
SSDI and Medicaid affected by non-revocable trust distributions

Hello all,

Can anyone point me to any information that would tell how distributions of funds from a non-revocable trust to a SSDI/Medicaid recipient would affect their benefits?

Thank you!

Hi there,

Hi there,
You can find info on trusts and SSI/Medicaid eligibility here:
https://www.ssa.gov/ssi/spotlights/spot-trusts.htm

Anonymous
To ensure your benefits any

To ensure your benefits any funds distributed would need to be placed in (special needs) trust for you.

Hi there,

Hi there,
Thanks for sharing! It's true, a special needs trust can help protect an SSI recipient from running into the financial resource limit for SSI.

Chris
How does trust distribution

How does trust distribution affect DISABILITY. not SSI

Hi Chris,

Hi Chris,
If you're receiving SSDI benefits, then it may not have any effect if it is considered unearned income.

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