Wednesday, September 2, 2009

A Colleague Just Sent Me This... A Confounding Scenario...

I have a dilemma with a consumer who is on a property Title which was deeded to his grandson in 1992 but both their names continue to appear on the Title. This consumer does not pay a penny on the property nor does he benefit monetarily but the property tax bills are still under his name, his grandson pays these.

He has been living in the garage (sub-standard of course) for over a year and I have been working with him & his wife to live in a senior apartments complex (I wasn’t aware he was on the Title of the property until this morning). I was informed that if he is on the Title of this property he needs to live on the property or else he may be at risk of losing SSI & Medi-Cal…not sure how to proceed with this, he has already signed a contract at the Senior Apartments and has given a deposit but it’s a lose-lose situation…any thoughts on this?


As far as I know, as long as the recipient's name is on the title of any piece of property and he not using it as his primary residence, Social Security considers it an asset. If that asset is valued at an amount that in and of itself and/or combined with all other assets is greater than $2000, then the individual is not eligible to receive SSI benefits.

I expect that person will have to remove himself from the Title of the Property before becoming eligible again. If he continues to receive SSI payments and does not return them, he may be subject to an overpayment.

I'll keep you posted on this one.

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