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Will possession of a gift card/certificate affect individual’s Supplemental Security Income?

The answer to the question is: “It Depends.”

George H. Gray 0 728 Article rating: No rating
The receipt of unearned income during a month will generally result in a dollar-for-dollar reduction in Supplemental Security Incomespecial_needs_trusts_and_gift_cards benefits (“SSI”); subject only to the $20 exclusion amount.  Whether a gift card/certificate is deemed income depends upon the restrictions placed upon its use.  

Can a Special Needs Trust pay a beneficiary’s credit card bill?

The answer is: It Depends

George H. Gray 0 871 Article rating: No rating
If a special needs trust (a “SNT”) pays a credit card bill, the consequence of that payment depends upon what was on the bill!  ForCan_a_special_needs_trust_pay_a_credit_card_charge example, if the SNT pays a restaurant charge made while the beneficiary is home, it will reduce his or her Supplemental Security Income (“SSI”) benefit.  If, on the other hand, the SNT pays a charge for clothing it will not result in a reduction of SSI benefits

Can a Supplemental Needs Trust pay for restaurant meals?

It cannot if you're at home; it can if you're on vacation

George H. Gray 0 573 Article rating: No rating
can_a_SNT_pay_for_restaurant_meals

The answer to the question is: “It Depends.”  The SNT should not pay for a restaurant meal while the beneficiary is at home; but, it can pay for restaurant meals while the beneficiary is on vacation!  

Actions during your lifetime: Establish a Third Party Supplemental Needs Trust for your child with a disability.

Read why Third Party SNT's are so useful and popular

George H. Gray 0 424 Article rating: No rating
Features_of_a_Third_Party_Supplemental_Needs_TrustIt is natural to want to make the resources of your immediate and extended family available to your child with a disability without jeopardizing his or her eligibility for means-tested government benefits.  This is the reason why a Third Party Supplemental Needs Trust is so useful and popular.
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