[WSBAPT] Referral for SSDI Atty

Fri Nov 15 13:30:43 PST 2024

Thank you
Sent from my iPhone

On Nov 15, 2024, at 3:46 PM, Marcus Fry <MFry at hawleytroxell.com> wrote:

 You are correct about SSDI, but because SSDI is for someone with disabilities, it is possible they may be receiving Medicaid, which benefits would be impacted by inheritance. From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
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You are correct about SSDI, but because SSDI is for someone with disabilities, it is possible they may be receiving Medicaid, which benefits would be impacted by inheritance.

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Sarah McCarthy
Sent: Friday, November 15, 2024 9:42 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Referral for SSDI Atty

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________________________________
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

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On Fri, Nov 15, 2024 at 9:17 AM Michele Moore <michele at guardianlaw.us<mailto:michele at guardianlaw.us>> wrote:
Try Joe Koplin.  He is excellent.

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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of michael westseattleattorney.com<https://urldefense.proofpoint.com/v2/url?u=http-3A__westseattleattorney.com&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=KEDnavIX0T95_e0xmmP7pHPEymbbSteROH3HpiSq79g&m=kQOrFuwaLNPH-VukzcxEg4B8AFDRkZDci6aVGPqNAxdSakjEiJw438iIZ8XvVZ9I&s=8UHjV9-YDt3espHwXisN9zPMSEtXolS5n2oUA5hYVBU&e=>
Sent: Thursday, November 14, 2024 5:04 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto: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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