Determine if you qualify to use a Special Needs Trust
1. Must be disabled (have or qualify for SSDI, SSI, and/or Medicaid) 2. Is unable to work
Both criteria above apply to be able to use a Special Needs Trust. If your client is poor or injured, but have the ability to work they do not qualify to use a Special Needs Trust. Many individuals are on expanded Medicaid due to their income, they do not qualify to use a Special Needs Trust.
Obtain Benefit Summary Letter
Always have your client get a summary of benefits letter from the Social Security Administration to determine what benefits they are receiving before settling your case. If your client is receiving needs based Medicaid or SSI they qualify for a Special Needs Trust. CAUTION:Individuals who have SSDI with Medicaid cannotself administer their Medicare Set-aside (MSA) account. MSA’s are a countable asset to the Social Security Administration when qualifying for Medicaid. SSDI recipients do not qualify for expanded Medicaid. They must have MSA held in a Special Needs Trust.
Use the flowchart below to help you determine if we can help.
Address: 1 Civic Center Drive, Suite 310 San Marcos, CA 92069
Trust Set Up Phone: 855.278.7681 Email: firstname.lastname@example.org Hours: M - F: 9 AM - 5 PM PST
Beneficiary Support Phone: 877.695.6444 Email: email@example.com Hours: M - TH: 6 AM - 2 PM PST | F: 6 AM - 12 PM PST