No. of Recommendations: 1
FoolinSC: I do not know the answer to you question, but I am sorry for the loss of your father.

You wrote that you were instructed to "gift my brother with the monies I receive from the estate in a way that does not replace SSI or public assistance of any kind."

As you may well know, some/many public assistance programs have not only an income test but also an asset test. It is clear to me that for some reason your father believed that "too many assets" would affect SSI or other public assistance your brother receives.

This is often an estate planning issue for parents of children with special needs, and you may nned to look around those corners of TMF or other parts of the web for some guidance. SSI is probably a federal issue, but other public assistance may be a state law issue (probably CT where your brother resides).

Good luck, JAFO
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