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SSI Trusts: Policy from SSA Regional Trust Leads
Contains material from Apr 2024
SSI Trusts: Policy from SSA Regional Trust Leads
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For trusts established with the assets of an individual on or after 01/01/00, the Social Security Administration follows specific policy regarding disbursements from the trust, earnings on and additions to the trust, and post-eligibility changes in the trust’s resource status. This session provides a summary of the policy for trust principal that is not a resource and for trust principal that is a resource, including examples.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 1.00
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 4/30/2025
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SSA Regional Trust Leads Presentation Regarding SSI Trusts (Apr 2024)
Pi-Yi Mayo, Amanda Flood
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SSA Regional Trust Leads Presentation Regarding SSI Trusts (Apr 2024)
For trusts established with the assets of an individual on or after 01/01/00, the Social Security Administration follows specific policy regarding disbursements from the trust, earnings on and additions to the trust, and post-eligibility changes in the trust’s resource status. This session provides a summary of the policy for trust principal that is not a resource and for trust principal that is a resource, including examples.
Originally presented: Feb 2024 Special Needs Trusts
Pi-Yi Mayo,
Mayo & Poland PLLC - Baytown, TX
Amanda Flood,
U.S. Social Security Administration - Dallas, TX