[WSBAPT] SSDI Representative Payee for Heir of Estate

[David Faber]

Good afternoon:

Situation: (C)lient has a disabled adult (S)on. C is the current SSA
Representative Payee for S's SSDI payments. C is elderly and concerned
about the appointment of a successor Rep Payee at C's death. C's Will
creates a Supplemental Needs Trust for S with C's accountant as the Trustee
and C wants to have the the same person who is appointed Trustee serve as
successor Rep Payee (obviously the SNT as Rep Payee would create
complications with the commingling of S's assets. I have reviewed the SSA's
rules regarding the appointment of a Representative Payee and haven't
found anything conclusively stating whether or not C can nominate/appoint a
successor Rep Payee, or what the mechanism would be; instead, the rules
just make reference to the disabled beneficiary appointing their own Rep
Payee.

Does anyone have any thoughts on how to address this complication? Is there
a process for nominating a successor Rep Payee *now* rather than having to
wait until C is unable to continue serving, and can C do that?

Thank you.

Best,
David J. Faber
Faber Feinson PLLC
210 Polk Street, Suite 1
Port Townsend, WA 98368
(360) 379-4110

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