You should speak with an attorney about establishing a needs trust. Best wishes.
Christopher Vaughn-Martel is a Massachusetts lawyer with the firm of Charles River Law Partners LLC in Boston, Massachusetts. All answers are based on generalized Massachusetts law and the limited facts presented by the questioner. Because answers are based only on the limited information voluntarily provided in a public forum, they should never be relied as legal advice. All answers are provided to the general public for educational purposes only and no attorney-client relationship is formed by providing an answer to a question.
I agree with the above comment. From an SSI perspective, keep in mind that if you disclaim the inheritance, the Social Security Administration can consider it a transfer of resources that can make you ineligible for SSI, even if you never received the money. The same can apply to Medicaid, as that, too, has a resource limit.
All answers are for general information purposes only and do not constitute an attorney-client relationship. All answers are based on the limited facts provided and the answer may change with additional information. If you are currently represented by an attorney, it is always recommended that you follow the advice of your attorney or discuss any actions you wish to take with your attorney before anything else. No answer is a substitute for advice from an attorney, and it is always recommended that you contact an attorney to assist in any legal issues.
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