I live in Oregon, as do all persons mentioned in this post except where noted.
I am the next-of-kin and representative payee for a totally disabled individual who lives in a group home. I disburse the bulk of this individual's SSI payments to the person who runs the group home where he lives, and from the remainder I disburse payments for medical equipment, repairs and maintenance thereof, clothing, toiletries, hair cuts, medical co-pays, entertainment (Internet service, special summer camp programs, the occasional restaurant meal) and incidentals. I track expenses and report them to Social Security as required.
Today the owner of this individual's group home mentioned in passing that one of his relatives has been giving him gifts. I assume that these gifts have been in the form of cash. This is the first I've heard about this, and consequently I have not been reporting any gifts to Social Security. For the moment I will assume that the gifts have been small, and that I have been left out of the loop innocently. I will also assume that the group home owner, who would have known about the gifts, has kept proper records.
This individual's generous relative recently died, and I believe that she may have left him a small estate--likely under $100,000, but who knows? She was a resident of Champaign County, Illinois. I doubt that I was named as a trustee in any will she may have filed--assuming she filed one at all--and I want to be sure that I am notified in order to report if this individual receives any funds or items of value that Social Security will want to know about.
I would appreciate thoughts on how to ensure this so that I don't end up in the soup.
I am the next-of-kin and representative payee for a totally disabled individual who lives in a group home. I disburse the bulk of this individual's SSI payments to the person who runs the group home where he lives, and from the remainder I disburse payments for medical equipment, repairs and maintenance thereof, clothing, toiletries, hair cuts, medical co-pays, entertainment (Internet service, special summer camp programs, the occasional restaurant meal) and incidentals. I track expenses and report them to Social Security as required.
Today the owner of this individual's group home mentioned in passing that one of his relatives has been giving him gifts. I assume that these gifts have been in the form of cash. This is the first I've heard about this, and consequently I have not been reporting any gifts to Social Security. For the moment I will assume that the gifts have been small, and that I have been left out of the loop innocently. I will also assume that the group home owner, who would have known about the gifts, has kept proper records.
This individual's generous relative recently died, and I believe that she may have left him a small estate--likely under $100,000, but who knows? She was a resident of Champaign County, Illinois. I doubt that I was named as a trustee in any will she may have filed--assuming she filed one at all--and I want to be sure that I am notified in order to report if this individual receives any funds or items of value that Social Security will want to know about.
I would appreciate thoughts on how to ensure this so that I don't end up in the soup.
