SSDI and Medicaid affected by non-revocable trust distributions

Submitted by Anonymous (not verified) on Sat, 08/06/2016 - 16:12

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!

Anonymous (not verified)
Sat, 07/01/2017 - 04:34 Permalink

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

Bryan

In reply to by Anonymous (not verified)

Wed, 07/05/2017 - 09:46 Permalink

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 (not verified)
Wed, 01/24/2018 - 09:56 Permalink

How does trust distribution affect DISABILITY. not SSI

Bryan

In reply to by Chris (not verified)

Wed, 01/24/2018 - 15:47 Permalink

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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