Deland, FL asked in Tax Law, Health Care Law and Social Security for Florida

Q: Can my father pass an inheritance he will receive to his kids without reporting it an losing his medical benefits ?

So my father is on his fathers Will an will receive about $40,000. his father is medically unable to change the will at this time. My father is on Social security disability, has medicare an medicaid which are very important because he needs them to pay for dialysis. I heard that if he gets this money he will lose benefits. We had such a hard time getting him on all these programs we dont want to have to go through it all again. We want to know if there is any legal way he can have his inheritance given to me or my brother immediately so he does not have to claim it an lose his benefits. we figured him just passing us the check an not reporting it can get us into trouble later.

1 Lawyer Answer

A: You can disclaim an inheritance but it won't necessarily go to his kids. There are also exemptions on medicaid/care for lump sums.

I would suggest hiring an attorney to advise him on this. If you don't do it correctly it'll be bad.

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