[WSBAPT] Referral for SSDI Atty

Sarah McCarthy sarah at kawlawyers.com
Fri Nov 15 09:41:52 PST 2024


On this one, I'm a little confused, and would welcome input and education!

I was of the understanding that SSDI is *not *a means-tested benefit, such
that receipt of an inheritance would have zero effect on ongoing SSDI
eligibility.

Totally distinct from SSI, which is a means-tested benefit, and receipt of
an inheritance certainly could affect eligibility.

Is the theory behind the referrals that we should assume that a person who
is disabled and on SSDI may *also* be on SSI, and so the issues should be
addressed just in case?

Thanks all,
Sarah


*Sarah O’Farrell McCarthy*


*(Pronouns: she / her)*Attorney, Partner | Kelly, Arndt & Walker, Attorneys
at Law, PLLP
P.O. Box 290 | 6443 Harding Avenue | Clinton, WA  98236

(Located on Whidbey Island, Island County, Washington)
Phone: (360) 341-1515 | Fax: (360) 341-3272
sarah at kawlawyers.com | www.kawlawyers.com


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On Fri, Nov 15, 2024 at 9:17 AM Michele Moore <michele at guardianlaw.us>
wrote:

> Try Joe Koplin.  He is excellent.
>
>
>
> *Public/Mailing Address:*
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> Koplin Law, LLC
> 8512 122nd Ave NE
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> United States
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> (206) 960-4500
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> Very truly yours,
>
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>
> Michele Moore
>
> Attorney
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> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *michael
> westseattleattorney.com
> *Sent:* Thursday, November 14, 2024 5:04 PM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Subject:* [WSBAPT] Referral for SSDI Atty
>
>
>
> PC  on SSDI has an inheritance coming and wants to avoid losing benefits.
> Atty takers?  He is in Seattle, but location shouldn't matter. Thanks Mike
> Atkins
>
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