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How Can A Special Needs Trust Pay for Utilities?

Posted by Laura E. Stubberud | Feb 16, 2017 | 0 Comments

The answer depends on whether the trust allows disbursements for utilities.  If it does, you need to assess the disbursement's impact on the beneficiary's government benefits.  If the beneficiary receives SSI , the payment of utilities can reduce his SSI benefit by up to $264.33 in 2015.  If the beneficiary also receives Medicaid, you will need to consult a local special needs planner to determine the effect of the distribution.  Payments of utilities will also increase a beneficiary's Section 8 housing rent.

About the Author

Laura E. Stubberud

Laura Stubberud has over two decades of experience in the practice of estate and family law in Nevada. After graduation from UCLA, she studied law at Southwestern University School of Law , graduating in 1992. With over 30 years of practice in Clark County, Nevada, Ms. Stubberud has substantial e...

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