Question: If a special needs trust owns the house that the trust beneficiary lives in, who pays for the home expenses — the trust or the beneficiary?

Answer: The trust should pay for all taxes and insurance, but the beneficiary should pay for utilities if he is able.  If the trust pays for utilities, and the beneficiary receives Supplemental Security Income (SSI), the beneficiary’s SSI award may be reduced.  For more on homes and special needs trusts, click here.

Write a comment:

You must be logged in to post a comment.

© 2019 MATTHEW L. MERCER | Attorney at Law

15 Franklin Street
Westerly, RI 02891
Tel: 401.315.2702
Fax: 401-315-2703


Disclaimer: The Rhode Island Supreme Court licenses all lawyers in the general practice of law, but does not license or certify any lawyer as an expert or specialist in any field of practice. This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer / client relationship.