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Maintaining SSI Eligibility Once the SNT is Created
Contains material from Feb 2017
Maintaining SSI Eligibility Once the SNT is Created
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Session 1: Maintaining SSI Eligibility Once the SNT is Created - Mission control: We have a trust! And the beneficiary has certain disabilities. How do you maintain eligibility and still provide quality of life distributions? Explore best practices and strategies for you and your client, including an initial meeting to set goals and control expectations, documenting the file with court orders and agency correspondence regarding payment of subrogation liens, obtaining a copy of the notice of change of circumstance (e.g., existence of a trust) that was filed with the relevant agencies, tips for establishing “safety nets” prior to reporting, sample notice language, potential distributions, and much more.
Session 2: SSA Ethical Rules: Mountains or Molehills - Hear a discussion on the Social Security Administration's real-life approach to whether fee approval is needed for preparing SNTs (a molehill) and whether trustees can pay family members to care for their beneficiaries (a mountain).
Session 2: SSA Ethical Rules: Mountains or Molehills - Hear a discussion on the Social Security Administration's real-life approach to whether fee approval is needed for preparing SNTs (a molehill) and whether trustees can pay family members to care for their beneficiaries (a mountain).
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1.
Maintaining SSI Eligibility Once the SNT is Created (Feb 2017)
Patricia F. Sitchler, Nancy Sosa
0.75
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0.00
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Session 1
—45 mins
Maintaining SSI Eligibility Once the SNT is Created (Feb 2017)
Mission control: We have a trust! And the beneficiary has certain disabilities. How do you maintain eligibility and still provide quality of life distributions? Explore best practices and strategies for you and your client, including an initial meeting to set goals and control expectations, documenting the file with court orders and agency correspondence regarding payment of subrogation liens, obtaining a copy of the notice of change of circumstance (e.g., existence of a trust) that was filed with the relevant agencies, tips for establishing “safety nets” prior to reporting, sample notice language, potential distributions, and much more.
Originally presented: Feb 2017 Special Needs Trusts
Patricia F. Sitchler,
The Law Office of Patricia Flora Sitchler - La Vernia, TX
Nancy Sosa,
Cadence Bank - Austin, TX
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2.
SSA Ethical Rules: Mountains or Molehills (Feb 2017)
Constance R. Somers
0.50
0.00
0.00
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Download session materials for offline use
Session 2
—28 mins
SSA Ethical Rules: Mountains or Molehills (Feb 2017)
Hear a discussion on the Social Security Administration's real-life approach to whether fee approval is needed for preparing SNTs (a molehill) and whether trustees can pay family members to care for their beneficiaries (a mountain).
Originally presented: Feb 2017 Special Needs Trusts
Constance R. Somers,
Law Office Of Constance Somers - San Antonio, TX