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Special Needs Trusts: Tips and Guidance in Working with the Social Security Administration's Regional Trust Review Team

Contains material from Feb 2017

Special Needs Trusts: Tips and Guidance in Working with the Social Security Administration's Regional Trust Review Team
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Session 1: Getting It from the Source: SSA Regional Trust Lead Presentation Regarding SSI TrustsA discussion with the Regional Trust Lead on the regional centralization of the SSI trust review process, including key players and their roles and the handling of reopenings and appeals. Plus, hear the newest developments in the review of SNTs, including the latest policy clarifications regarding trusts and manual notices, and the 90-day amendment period with a regional chief counsel opinion.

Session 2: Working with SSA Part II: Updates, Practice Tips, and More The Social Security Administration continues to implement changes to its trust review program and controls on the administration of Special Needs Trusts when SSI is involved. Hear tips on communicating with the SSA, the latest policy changes, techniques for avoiding problems, and what we should expect in the future.

Includes: Audio Paper Slides


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1. Getting It from the Source: SSA Regional Trust Lead Presentation Regarding SSI Trusts  (Feb 2017)

Pi-Yi Mayo, Amanda Flood

1.00 0.00 0.00
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(mp3)
60 mins
Paper
(pdf)
5 pgs
(pdf)
14 pgs
Session 1 —60 mins
Getting It from the Source: SSA Regional Trust Lead Presentation Regarding SSI Trusts  (Feb 2017)

A discussion with the Regional Trust Lead on the regional centralization of the SSI trust review process, including key players and their roles and the handling of reopenings and appeals. Plus, hear the newest developments in the review of SNTs, including the latest policy clarifications regarding trusts and manual notices, and the 90-day amendment period with a regional chief counsel opinion.  

Originally presented: Feb 2017 Special Needs Trusts

Pi-Yi Mayo, Law Office of Pi-Yi Mayo - Baytown, TX
Amanda Flood, U.S. Social Security Administration - Dallas, TX

Show session details

2. Working with SSA Part II: Updates, Practice Tips, and More (Feb 2017)

Neal Winston

0.75 0.00 0.00
Preview Materials

Download session materials for offline use

(mp3)
53 mins
(pdf)
29 pgs
Slides
(pdf)
6 pgs
Session 2 —53 mins
Working with SSA Part II: Updates, Practice Tips, and More (Feb 2017)

The Social Security Administration continues to implement changes to its trust review program and controls on the administration of Special Needs Trusts when SSI is involved. Hear tips on communicating with the SSA, the latest policy changes, techniques for avoiding problems, and what we should expect in the future.

Originally presented: Feb 2017 Special Needs Trusts

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