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Agency Updates: Social Security Administration; Centers for Medicare and Medicaid Services; plus the View from HHSC and DADS

Contains material from Feb 2015

Agency Updates: Social Security Administration; Centers for Medicare and Medicaid Services; plus the View from HHSC and DADS
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Session 1: Update on Social Security Administration Treatment of Special Needs Trusts - In recent years, the Social Security Administration (SSA) has given more attention to the treatment of self-settled special needs trusts established pursuant to 42 U.S.C. §1396p(d)(4).  Get an update on the status of the SSA trust centralization project, review changes in SSA policies, and learn the rules regarding establishing and administering trusts, the interpretation of “sole benefit” and on-going advocacy efforts in support of trust beneficiaries.  
 
Session 2: Update from the Centers for Medicare & Medicaid Services - CMS answers some of their most frequently asked questions and provides an opportunity for attendees to get their questions answered.
 
Session 3: The View from HHSC and DADS - A discussion of long-term care Medicaid eligibility and other current issues from the Texas Health and Human Services Commission (HHSC) and the Texas Department of Aging and Disability Services (DADS).

Includes: Audio Paper Slides


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1. Update on Social Security Administration Treatment of Special Needs Trusts  (Feb 2015)

Mary E. O'Byrne

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(mp3)
54 mins
(pdf)
54 pgs
(pdf)
14 pgs
Session 1 —54 mins
Update on Social Security Administration Treatment of Special Needs Trusts  (Feb 2015)

In recent years, the Social Security Administration (SSA) has given more attention to the treatment of self-settled special needs trusts established pursuant to 42 U.S.C. §1396p(d)(4).  Get an update on the status of the SSA trust centralization project, review changes in SSA policies, and learn the rules regarding establishing and administering trusts, the interpretation of “sole benefit” and on-going advocacy efforts in support of trust beneficiaries.  

Originally presented: Feb 2015 Special Needs Trusts

Mary E. O'Byrne, Frank, Frank & Scherr, LLC - Lutherville, MD

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2. Update from the Centers for Medicare & Medicaid Services (Feb 2015)

Sally Stalcup

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(mp3)
43 mins
Session 2 —43 mins
Update from the Centers for Medicare & Medicaid Services (Feb 2015)

CMS answers some of their most frequently asked questions and provides an opportunity for attendees to get their questions answered.

Originally presented: Feb 2015 Special Needs Trusts

Sally Stalcup, Centers for Medicare & Medicaid Services - Dallas, TX

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3. The View from HHSC and DADS (Feb 2015)

Shari L. Nichols, Barry Ray Browning

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(mp3)
41 mins
Paper
(pdf)
3 pgs
Slides
(pdf)
8 pgs
Session 3 —41 mins
The View from HHSC and DADS (Feb 2015)

A discussion of long-term care Medicaid eligibility and other current issues from the Texas Health and Human Services Commission (HHSC) and the Texas Department of Aging and Disability Services (DADS).

Originally presented: Feb 2015 Special Needs Trusts

Shari L. Nichols, Texas Health and Human Services Commission - Austin, TX
Barry Ray Browning, Texas Department of Aging and Disability Services - Austin, TX