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<p class="MsoNormal">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.
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Sarah McCarthy<br>
<b>Sent:</b> Friday, November 15, 2024 9:42 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Referral for SSDI Atty<o:p></o:p></p>
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<p class="MsoNormal" style="background:white"><strong><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black;background:white">* NOTICE: EXTERNAL EMAIL *</span></strong><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif">On this one, I'm a little confused, and would welcome input and education! <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif">I was of the understanding that SSDI is
<b>not </b>a means-tested benefit, such that receipt of an inheritance would have zero effect on ongoing SSDI eligibility. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif">Totally distinct from SSI, which is a means-tested benefit, and receipt of an inheritance certainly could affect eligibility. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif">Is the theory behind the referrals that we should assume that a person who is disabled and on SSDI may
<u>also</u> be on SSI, and so the issues should be addressed just in case? <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif">Thanks all,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif">Sarah<o:p></o:p></span></p>
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<p style="margin:0in"><b><span style="font-family:"Arial",sans-serif;color:black">Sarah O’Farrell McCarthy</span></b><o:p></o:p></p>
<p style="margin:0in"><b><span style="font-family:"Arial",sans-serif;color:black">(Pronouns: she / her)<br>
</span></b><span style="font-family:"Arial",sans-serif">Attorney, Partner | <span style="color:black">
Kelly, Arndt & Walker, Attorneys at Law, PLLP</span></span><span style="color:#1F497D"><br>
</span><span style="font-family:"Arial",sans-serif;color:black">P.O. Box 290 | 6443 Harding Avenue | Clinton, WA 98236</span><o:p></o:p></p>
<p style="margin:0in"><span style="font-family:"Arial",sans-serif;color:black">(Located on Whidbey Island, Island County, Washington)<br>
Phone: (360) 341-1515 | Fax: (360) 341-3272</span><span style="color:black"><br>
</span><span style="font-family:"Arial",sans-serif;color:#222222"><a href="mailto:sarah@kawlawyers.com">sarah@kawlawyers.com</a></span><span style="color:#1F497D"> </span><span style="color:black">|
<a href="http://www.kawlawyers.com" target="_blank">
www.kawlawyers.com</a></span><o:p></o:p></p>
<p style="margin:0in"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
<p style="margin:0in"><b><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:blue">IMPORTANT NOTICE FOR DELIVERIES TO THIS OFFICE: </span></b><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p></o:p></span></p>
<p style="margin:0in"><b><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:blue">For delivery by USPS, please send to PO Box 290, Clinton, WA 98236.</span></b><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p></o:p></span></p>
<p style="margin:0in"><b><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:blue">For delivery by UPS or FedEX, please send to 6443 Harding Ave, Clinton WA 98236.</span></b><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p></o:p></span></p>
<p style="margin:0in"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
<p style="margin:0in"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#1F497D">This electronic message transmission contains information from the law firm of Kelly, Arndt & Walker, PLLP which may be confidential or privileged. This information
is intended to be for the use of the individual or entity named above, If you are not the intended recipient, be aware that any further review, disclosure, printing, copying, distribution, or use of the contents of this transmission is prohibited. If you
have received this electronic message transmission in error, please notify us immediately by reply e-mail and delete the original message. Thank you</span><span style="font-size:8.0pt;font-family:"Arial",sans-serif;color:#1F497D">.
</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
<p style="margin:0in"><span style="font-size:8.0pt;font-family:"Arial",sans-serif;color:black"> </span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
<p style="margin:0in"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#44546A">We do not accept service of any kind by e-mail unless expressly authorized in writing by the attorney of record. This e-mail is NOT a contract and is not binding
upon the author pursuant to CR 2A. This e-mail is, at most, a negotiation under ER 408.</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal">On Fri, Nov 15, 2024 at 9:17 AM Michele Moore <<a href="mailto:michele@guardianlaw.us">michele@guardianlaw.us</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#1F497D">Try Joe Koplin. He is excellent.</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="color:#1F497D">Public/Mailing Address:</span></b><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#1F497D">Koplin Law, LLC<br>
8512 122nd Ave NE<br>
Suite 315<br>
Kirkland, WA 98033-5831<br>
United States</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#1F497D">(206) 960-4500</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black;background:white">Very truly yours,</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black;background:white">Michele Moore</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black;background:white">Attorney</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black"> </span><o:p></o:p></p>
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<span style="color:#201F1E">110 West Sixth Avenue, Suite 193 </span><o:p></o:p></p>
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<span style="color:#201F1E;border:none windowtext 1.0pt;padding:0in">Ellensburg, WA 98926</span><o:p></o:p></p>
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<span style="color:#201F1E">509.968.5021</span><o:p></o:p></p>
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<span style="color:#201F1E"><a href="http://www.guardianlaw.us" target="_blank"><span style="color:#0563C1">www.guardianlaw.us</span></a></span><o:p></o:p></p>
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<span style="color:#201F1E"> </span><o:p></o:p></p>
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<u><span style="color:black">Office Hours</span></u><o:p></o:p></p>
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<span style="color:black">Monday--Thursday, 9:00 a.m. to 4:00 p.m.</span><o:p></o:p></p>
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<span style="color:black">Fridays by Appointment</span><o:p></o:p></p>
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<span style="color:black">Closed weekends and court holidays</span><o:p></o:p></p>
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<span style="color:#201F1E"> </span><o:p></o:p></p>
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<b><span style="font-size:8.0pt;font-family:"Times New Roman",serif;color:#1F497D;background:white">This message is intended for the use of the individual or entity to which it is transmitted and may contain information that is privileged, confidential and
exempt from disclosure under applicable laws. If the reader of this communication is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this
communication in error, please notify us immediately by telephone. Thank you</span></b><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#201F1E;background:white">.</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b>From:</b>
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>michael <a href="http://westseattleattorney.com" target="_blank">
westseattleattorney.com</a><br>
<b>Sent:</b> Thursday, November 14, 2024 5:04 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Referral for SSDI Atty<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Times New Roman",serif;color:black">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</span><o:p></o:p></p>
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