Friday, February 27, 2015

I am the trustee for a testimonial trust for my deceased sister's 3 children when they turn 28. The first turns 28 next year, because he is ...

Question

I am the trustee for a testimonial trust for my deceased sister's 3 children when they turn 28. The first turns 28 next year, because he is on Permanent Disability. I can not give the money to him or else the State of IN and SS will take all the money and he will lose his SS & Medicare. I understand there is some organization in IN that I can give the money to. Do you know how this is done?



Answer

You might be thinking of ARC of Indiana. Their HQ is in Indianapolis.



Answer

There are a number of such organizations, one of which is ARC. You should consult with an attorney who specializes in social security and estate matters to find the best organization to meet your needs.



No comments:

Post a Comment