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SSI Trusts: Policy from SSA Regional Trust Leads (2025)
Contains material from Mar 2025
SSI Trusts: Policy from SSA Regional Trust Leads (2025)
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The centralization of SSI trust reviews business process celebrated its 10-year anniversary in 2024. This session provides a look back, including improved quality, accurate and consistent trust determinations, and technical proficiency of employees. In addition, hear the latest regarding the legal opinion process, early termination, 90-day amendment period, and updates to the trust POMS.
Includes: Video Audio Slides
- Total Credit Hours:
- 1.00
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2026
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SSA Regional Trust Leads Presentation Regarding SSI Trusts (Mar 2025)
Amanda Flood, Dana Marquez
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Session 1 —63 mins 1.00
SSA Regional Trust Leads Presentation Regarding SSI Trusts (Mar 2025)
The centralization of SSI trust reviews business process celebrated its 10-year anniversary in 2024. This session provides a look back, including improved quality, accurate and consistent trust determinations, and technical proficiency of employees. In addition, hear the latest regarding the legal opinion process, early termination, 90-day amendment period, and updates to the trust POMS.
Originally presented: Feb 2025 Special Needs Trusts
Amanda Flood,
U.S. Social Security Administration - Dallas, TX
Dana Marquez,
U.S. Social Security Administration - Dallas, TX