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[quote=Anonymous]I’m a trustee for a special needs trust for my sibling. Started out at about $500k in 2014 and the vast majority of the funds are still there because my sibling mostly lives off the interest plus their SSDI benefits. I follow the 4% retirement rule with the trust and as a result they have about $3500 month to live on with SSDI. Since they get SSDI/Medicare vs SSI/Medicaid, we do have more flexibility on what the $$ is used for. We’ve spent above that amount here and there for medical expenses. It is a hard and stressful role, so I feel for your relative that had to do this but it does sound like the money might not have been managed very well. [/quote]
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