Mom - Revision history

Tim at 16:02, 29 February 2020

2020-02-29T16:02:07Z

← Older revision		Revision as of 12:02, 29 February 2020
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			{{:mom medical}}

	==estate stuff==		==estate stuff==
	===9/22/19 to ALG===		===9/22/19 to ALG===

Tim: /* 9/26/19 to ALG cc mom */

2019-09-26T15:41:10Z

9/26/19 to ALG cc mom

← Older revision		Revision as of 11:41, 26 September 2019
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	Erin is receiving SSDI.		Erin is receiving SSDI.

	My mom would like to get rid of the SNT unless there is an argument for including it that ~~she is~~ unaware of. Could you consult with Vinnie and Adam and get back to us?		My mom would like to get rid of the SNT unless there is an argument for including it that we are unaware of. Could you consult with Vinnie and Adam and get back to us?

	All the best,		All the best,

Tim: /* 9/26/19 to ALG cc mom */

2019-09-26T15:40:29Z

9/26/19 to ALG cc mom

← Older revision		Revision as of 11:40, 26 September 2019
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	Hi Ellen,		Hi Ellen,

	re: Ansanelli Law Group ~~(ALG)~~ response email of 9/25/19		re: Ansanelli Law Group response email of 9/25/19

	My mom and I were concerned by the restrictiveness of the SNT:		My mom and I were concerned by the restrictiveness of the SNT:

Tim: /* 9/26/19 to ALG cc mom */

2019-09-26T15:40:06Z

9/26/19 to ALG cc mom

← Older revision		Revision as of 11:40, 26 September 2019
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	===9/26/19 to ALG cc mom===		===9/26/19 to ALG cc mom===
	Hi Ellen		Hi Ellen,

	re: Ansanelli Law Group (ALG) response email of 9/25/19		re: Ansanelli Law Group (ALG) response email of 9/25/19

Tim: /* 9/26/19 to ALG cc mom */

2019-09-26T15:38:56Z

9/26/19 to ALG cc mom

← Older revision		Revision as of 11:38, 26 September 2019
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	My mom would like to get rid of the SNT unless there is an argument for including it that she is unaware of. Could you consult with Vinnie and Adam and get back to us?		My mom would like to get rid of the SNT unless there is an argument for including it that she is unaware of. Could you consult with Vinnie and Adam and get back to us?

			All the best,

			Tim McKenna

	==obit==		==obit==

Tim: /* 9/25/19 from ALG to mom */

2019-09-26T15:37:09Z

9/25/19 from ALG to mom

@@ Line 39: / Line 39: @@
 # talking to Erin and finding out if she is getting SSDI or SSI or if it is some other program what it is.
 # after we find out then get back to ALG about what we have found.
 ==obit==

Tim at 23:37, 25 September 2019

2019-09-25T23:37:56Z

← Older revision		Revision as of 19:37, 25 September 2019
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	So I would suggest:		So I would suggest:
	# talking to Erin and finding out if she is getting SSDI or SSI.		# talking to Erin and finding out if she is getting SSDI or SSI or if it is some other program what it is.
	# after we find out then get back to ALG about what we have found.		# after we find out then get back to ALG about what we have found.

Tim at 23:37, 25 September 2019

2019-09-25T23:37:04Z

← Older revision		Revision as of 19:37, 25 September 2019
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	So I would suggest:		So I would suggest:
	1. talking to Erin and finding out if she is getting SSDI or SSI.		# talking to Erin and finding out if she is getting SSDI or SSI.
	2. after we find out then get back to ALG about what we have found.		# after we find out then get back to ALG about what we have found.

	==obit==		==obit==

Tim: /* 9/25/19 from ALG */

2019-09-25T23:36:26Z

9/25/19 from ALG

← Older revision		Revision as of 19:36, 25 September 2019
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	** It is my mom's intention that Erin receive her car in her inheritance though we did not see any indcation of that in the documents.		** It is my mom's intention that Erin receive her car in her inheritance though we did not see any indcation of that in the documents.
	** We ask for clarification in how the trust for Erin operates. Is there a monthly payment sent to Erin? How is that typically calculated? Are there other mechanisms around the dispersal of funds that we need to educate ourselves about?		** We ask for clarification in how the trust for Erin operates. Is there a monthly payment sent to Erin? How is that typically calculated? Are there other mechanisms around the dispersal of funds that we need to educate ourselves about?
	===9/25/19 from ALG===		===9/25/19 from ALG to mom===
	re: ALG response email or 9/25/19		re: Ansanelli Law Group (ALG) response email or 9/25/19

	This part sounds terrible for Erin and not in line with your intentions:		This part sounds terrible for Erin and not in line with your intentions:
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	I guess that means that you should stay alive until Erin reaches retirement age since then she will be getting regular retirement social security and inheritance doesn't change that.:)		I guess that means that you should stay alive until Erin reaches retirement age since then she will be getting regular retirement social security and inheritance doesn't change that.:)

	So I would suggest talking to Erin and finding out if she is getting SSDI or SSI.		So I would suggest:
			1. talking to Erin and finding out if she is getting SSDI or SSI.
			2. after we find out then get back to ALG about what we have found.

	==obit==		==obit==

Tim: /* 9/25/19 from ALG */

2019-09-25T23:33:42Z

9/25/19 from ALG

← Older revision		Revision as of 19:33, 25 September 2019
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	from 2018 Motley Fool: https://www.fool.com/personal-finance/2019/08/29/when-will-stop-getting-social-security-disability.aspx		from 2018 Motley Fool: https://www.fool.com/personal-finance/2019/08/29/when-will-stop-getting-social-security-disability.aspx
	:4. Exceeding asset limits		:4. Exceeding asset limits
	:SSDI doesn't have asset limits, but SSI does. If you have more than $2,000 ~~in countable resources, you will not be approved for benefits~~. ~~Obtaining more than $2,000 worth of countable resources can also cause benefits to stop if you're already receiving them~~. ~~This could occur,~~ for example, if you receive an inheritance or a generous cash gift.		:SSDI doesn't have asset limits, but SSI does. If you have more than $2,000 ...for example, if you receive an inheritance or a generous cash gift...you will not be approved for benefits.

	another potential wrench in the works if it is SSI that Erin gets		another potential wrench in the works if it is SSI that Erin gets