QUESTION:

Inheritance

My uncle passed away and left my brother $5000.00 dollary, my brother is in a nursing home on SSI is there a certain amount of money he can have and is he in violation of SSI rules?
asked by J Norris, 2/15/2010
Categories: Estate Planning, Medicaid, Social Security, Medicare
ANSWERS:
Answered by: Joe Whitehouse, 02/21/10
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The resources limit for an individual on SSI is $2,000. The inheritance will put him over the resources limit and he may lose SSI eligibility until he spends down. Does he need clothing, personal items, etc? Is his funeral fully funded? If you can't find another way to spend the money you will pay it to the nursing home. If his SSI is discontinued, once the money is spent down you will be able to get him back on SSI.

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