The trust can pay expenses that will enrich the
quality of life for the Beneficiary without
jeopardizing SSI and Medicaid benefits.
For SSI recipients the trust cannot pay for food or shelter (e.g., room, rent, mortgage payments,
real estate property taxes, heating fuel, gas, electricity, water, sewage, and garbage collection
services). There are some restrictions for Medicaid recipients also.
For Beneficiaries who do not receive government benefits the above restrictions do not apply.
The following are some examples of the expenses that the trust can pay without
jeopardizing benefits:
Medicines and Devices – The trust can provide funds for experimental therapies, prescription
and nonprescription medicines not paid for by Medicaid, eye glasses, hearing aids, prosthetic
devices and expenses for maintenance of these devices.
Medical Services – The trust can provide funds for supportive services that are not paid for
by Medicaid.
Dental Care
Education – The trust can provide funds for vocational training and educational expenses such as tuition, books, supplies, computer and software, and training in their use.
Recreation
Transportation – The trust can provide funds for the purchase of a car titled in the name of the Beneficiary including insurance, gasoline, and maintenance.
Certain Housing Items – The trust can provide funds for payment of gardening expenses, home insulation, home improvements such as ramps and rails to accommodate the Beneficiary's physical condition, and similar items of expense.
Payment requests are reviewed and approved based on the following criteria:
jeopardizing SSI and Medicaid benefits.
For SSI recipients the trust cannot pay for food or shelter (e.g., room, rent, mortgage payments,
real estate property taxes, heating fuel, gas, electricity, water, sewage, and garbage collection
services). There are some restrictions for Medicaid recipients also.
For Beneficiaries who do not receive government benefits the above restrictions do not apply.
The following are some examples of the expenses that the trust can pay without
jeopardizing benefits:
Medicines and Devices – The trust can provide funds for experimental therapies, prescription
and nonprescription medicines not paid for by Medicaid, eye glasses, hearing aids, prosthetic
devices and expenses for maintenance of these devices.
Medical Services – The trust can provide funds for supportive services that are not paid for
by Medicaid.
Dental Care
Education – The trust can provide funds for vocational training and educational expenses such as tuition, books, supplies, computer and software, and training in their use.
Recreation
Transportation – The trust can provide funds for the purchase of a car titled in the name of the Beneficiary including insurance, gasoline, and maintenance.
Certain Housing Items – The trust can provide funds for payment of gardening expenses, home insulation, home improvements such as ramps and rails to accommodate the Beneficiary's physical condition, and similar items of expense.
Payment requests are reviewed and approved based on the following criteria:
- • Whether benefits such as SSI and Medicaid
would be jeopardized.
- • Whether the request is for the sole benefit
of the Beneficiary – CCT’s attorneys and the Social
Security Administration have
advised that the trust funds can only be used for the Beneficiary (gifts and tithing are restricted). - • Whether the request is prudent.
- • Whether the request is consistent with the
intent of the Grantor.
Please call the CCT office at (804) 740-6930 for any questions.
For
additional
information see:
FAQ
Role of the Trustee
Definitions
Examples of How to
Use the Trust
