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Special Needs Trusts and the New SSA Trust Review Procedures

Contains material from Feb 2016

Special Needs Trusts and the New SSA Trust Review Procedures
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We may have gotten more than expected when we asked the SSA to better train their representatives to review special needs trusts. Old trusts that have previously passed review are now being retroactively rejected, and every detail of the creation, funding, and administration of an old or new trust must pass strict and sometimes redefined SSA policy interpretations for compliance. In addition, the agency is often not telling us why the trusts are rejected nor how they can be cured. Gain insight into the current state of the advocates' concerns, what to expect, and how best to handle the trust review process.

Includes: Audio Paper


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1. Special Needs Trusts and the New SSA Trust Review Procedures (Feb 2016)

Neal Winston

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Session 1 —44 mins
Special Needs Trusts and the New SSA Trust Review Procedures (Feb 2016)

We may have gotten more than expected when we asked the SSA to better train their representatives to review special needs trusts. Old trusts that have previously passed review are now being retroactively rejected, and every detail of the creation, funding, and administration of an old or new trust must pass strict and sometimes redefined SSA policy interpretations for compliance. In addition, the agency is often not telling us why the trusts are rejected nor how they can be cured. Gain insight into the current state of the advocates' concerns, what to expect, and how best to handle the trust review process.

Originally presented: Feb 2016 Special Needs Trusts

Neal Winston, Winston Law Group, LLC - Somerville, MA