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Transferring Money from Special Needs Trust to ABLE Account

Last Updated January 24, 2023

Steps to follow to allow a transfer from a Special Needs Trust to ABLE Account

Subject: Aged, Blind, Disabled (ABD), Long Term Care (LTC) Topics: ABD, ABLE, account, Advantage, Aged, allow, approve, balance, Blind, close, DDS, deny, Developmental Disabilities Services, Disabled, Exempt, home, Long Term care, LTC, nursing facility, Request, Resource, SNT, Special needs trust, STABLE, Transfer

UpdatedProcess for Closing Medical (Death)

Last Updated March 10, 2023

Process for closing medical on reason of death.

Subject: Aged, Blind, Disabled (ABD) Topics: ABD, Benefits, buy-in, close, Closure, Date of Death, Death, effective date, Medical, Medicare, QI-1, QMBP, Qualified Medicare Beneficiary Plus, Qualifying Individuals, SLMB, Specified Low Income Medicare Beneficiaries, SSP, State Supplemental Payment

Home Property Exemption and Adjacent Properties

Last Updated September 22, 2022

317:35-5-41.1 (b) The home exemption goes to the primary residence. That extension also covers adjacent properties. “Adjacent” is defined as the property lines touch even if there is an easement, road, creek or anything similar that separates the properties. Examples of adjacent properties shown here. The adjacent properties in addition to the home property; are […]

Subject: Aged, Blind, Disabled (ABD), Long Term Care (LTC) Topics: adjacent, alongside, beside, bordering, close, contiguous, countable, Eligibility, Exempt, home, home exemption, neighboring, next door, property, real estate, Resource

Categorical Relationship – ABD Eligibility after SSI Closure

Last Updated September 22, 2022

A client may still be eligible for DHS disability and blindness related benefits if SSI closes their benefit for income or resources.

Subject: Aged, Blind, Disabled (ABD) Topics: ABD, Aged, Blind, blindness, Categorical Relationship, close, Closure, continued, decision, Denial, Disability, Disabled, Eligibility, Income, LOCEU, open, Resources, Review, SSI

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Transferring Money from Special Needs Trust to ABLE Account

UpdatedProcess for Closing Medical (Death)

Home Property Exemption and Adjacent Properties

Categorical Relationship – ABD Eligibility after SSI Closure