<div dir="ltr">SSDI is not need based. It is disability insurance, and it is does not matter what other assets the recipient has. That being said a person on SSDI might qualify for some income based public benefits.<div><br></div><div>Marvin Benson</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Mon, Sep 28, 2020 at 3:17 PM Claudia A Gowan <<a href="mailto:claudia@cagowanlaw.com">claudia@cagowanlaw.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">
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<p class="MsoNormal"><span style="color:rgb(31,56,100)">Colleagues:<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,56,100)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,56,100)">I have a question that I sent to a few people that I know practice in the special needs area, but maybe one of you can confirm my thought – or tell me I am all wet.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,56,100)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,56,100)">Client is leaving $ for 1 son who is on SSDI.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,56,100)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,56,100)">They would rather wait until her death to see if a “trust is really necessary” so want the Will to only direct the PR to set a trust up, if necessary.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,56,100)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,56,100)">My concerns are several layers deep, but the reason I am asking for your input:<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,56,100)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,56,100)">Under WA law, property vests in a beneficiary immediately upon death (subject only to expenses, etc.).<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,56,100)"><u></u> <u></u></span></p>
<p class="MsoNormal"><b><span style="color:rgb(31,56,100)">I’m thinking the 250k would vest in son personally, outright, immediately on Mom’s death.
<u></u><u></u></span></b></p>
<p class="MsoNormal"><b><span style="color:rgb(31,56,100)"><u></u> <u></u></span></b></p>
<p class="MsoNormal"><b><span style="color:rgb(31,56,100)">Thus, if there is no trust to receive it, it could disqualify him for SSDI purposes. Is this correct?<u></u><u></u></span></b></p>
<p class="MsoNormal"><b><span style="color:rgb(31,56,100)"><u></u> <u></u></span></b></p>
<p class="MsoNormal"><b><span style="color:rgb(31,56,100)">In other words, the trust should be in the Will, ready to receive the bequest and NOT set up after the fact ??<u></u><u></u></span></b></p>
<p class="MsoNormal"><b><span style="color:rgb(31,56,100)"><u></u> <u></u></span></b></p>
<p class="MsoNormal"><span style="color:rgb(31,56,100)">I’m concerned that if it is subsequently established – it essentially becomes a self-settled trust because the property vested in him at death. But, as above, perhaps I am off.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,56,100)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,56,100)">Thanks for any yea or nay.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,56,100)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,56,100)">Best, Claudia<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,56,100)"><u></u> <u></u></span></p>
<p class="MsoNormal"><b><i><span style="font-size:12pt;font-family:ParkAvenue;color:rgb(31,56,100)">Claudia A. Gowan<u></u><u></u></span></i></b></p>
<p class="MsoNormal"><b><i><span style="color:rgb(31,56,100)"><u></u> <u></u></span></i></b></p>
<p class="MsoNormal" style="line-height:9pt"><b><span style="color:rgb(31,73,125)">Claudia A. Gowan, PLLC<u></u><u></u></span></b></p>
<p class="MsoNormal"><b><span style="color:rgb(31,73,125)">2212 Queen Anne Avenue No., # 338 (M)<u></u><u></u></span></b></p>
<p class="MsoNormal"><b><span style="color:rgb(31,73,125)">Seattle, WA 98109<u></u><u></u></span></b></p>
<p class="MsoNormal"><b><span style="color:rgb(31,73,125)">(206) 443-2733 (T)<u></u><u></u></span></b></p>
<p class="MsoNormal"><b><span style="color:rgb(31,78,121)"><a href="mailto:claudia@cagowanlaw.com" target="_blank"><span style="color:rgb(31,78,121)">claudia@cagowanlaw.com</span></a>
<u></u><u></u></span></b></p>
<p class="MsoNormal"><span style="color:rgb(31,56,100)"><u></u> <u></u></span></p>
<p class="MsoNormal"><a href="https://www.bestlawyers.com/lawyers/claudia-a-gowan/141568" target="_blank"><span style="color:rgb(5,99,193);text-decoration:none"><img border="0" width="164" height="55" style="width: 1.7083in; height: 0.5729in;" id="gmail-m_-5591138419646441959Picture_x0020_1" src="cid:174d73731946917eb1"></span></a><span style="color:rgb(31,56,100)"><u></u><u></u></span></p>
<p class="MsoNormal"><b><span style="color:rgb(31,78,121)"><u></u> <u></u></span></b></p>
<p class="MsoNormal"><b><u><span style="color:rgb(31,78,121)"><a href="http://www.seattletrustsandestates.com/" target="_blank"><span style="color:rgb(5,99,193)">www.seattletrustsandestates.com</span></a></span></u></b><span style="color:rgb(31,56,100)"><u></u><u></u></span></p>
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