4) Trust for a Person Under Age 65 with a Disability – Customer lives in a Nursing Facility
The customer lives in a nursing facility and has a trust for a person under age 65 with a disability. The only income source is $680 per month in Social Security benefits. The Social Security income is not assigned to the trust.
The trustee expects to issue two payments each month:
$50.00 paid to the grocery store for special foods for the customer; and
$125.00 paid to the pharmacy for prescriptions, personal care items, and sanitary wipes.
The customer’s total counted income is $680.00 from Social Security.