Supplemental Security Income (SSI)

Planning For Special Needs

May 31 2023 • 3 mins

  1. Who is eligible for SSI?
  2. How is the SSI benefit calculated?
  3. Countable income: work earnings, Social Security benefits, child support, and gifts
  4. Exclusions from countable income
  5. Limits on countable assets
  6. Impact of income and resources of spouse/parent/alien sponsor
  7. Gifting and SSI benefits
  8. Gifts that don't cause disqualification
  9. Self-settled Special Needs Trust (SNT)