eCourse
Special Needs Trusts: Tips and Guidance in Working with the Social Security Administration's Regional Trust Review Team
Contains material from Feb 2017
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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
Preview Sessions
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Pi-Yi Mayo, Amanda Flood
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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
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Neal Winston
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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