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Working with SSA: Regional Trust Leads, Updates to the SSA POMS, and more
Contains material from Feb 2018
Working with SSA: Regional Trust Leads, Updates to the SSA POMS, and more
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Session 1: SSA Regional Trust Leads Presentation Regarding SSI Trusts - A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including key players and their roles. Plus, hear SNT drafting errors "Top 10 List" and the latest policy and procedures regarding SNT reviews, including a Q&A session.
Session 2: Working with SSA Part II: Updates to the SSA POMS regarding trusts, Practice Tips, Reporting and More - Hear an overview of the new trust POMS, strategies for presenting trusts for review, and for responding to adverse agency decisions regarding trusts.
Session 2: Working with SSA Part II: Updates to the SSA POMS regarding trusts, Practice Tips, Reporting and More - Hear an overview of the new trust POMS, strategies for presenting trusts for review, and for responding to adverse agency decisions regarding trusts.
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1.
SSA Regional Trust Leads Presentation Regarding SSI Trusts (Feb 2018)
Pi-Yi Mayo, Amanda Flood, Dana Marquez
1.00
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0.00
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Paper
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5 pgs
Session 1
—60 mins
SSA Regional Trust Leads Presentation Regarding SSI Trusts (Feb 2018)
A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including key players and their roles. Plus, hear SNT drafting errors "Top 10 List" and the latest policy and procedures regarding SNT reviews, including a Q&A session.
Originally presented: Feb 2018 Special Needs Trusts
Pi-Yi Mayo,
Law Office of Pi-Yi Mayo - Baytown, TX
Amanda Flood,
U.S. Social Security Administration - Dallas, TX
Dana Marquez,
U.S. Social Security Administration - Dallas, TX
Show session details
2.
Working with SSA Part II: Updates to the SSA POMS regarding trusts, Practice Tips, Reporting and More (Feb 2018)
Mary E. O'Byrne, Kenneth Brown
1.00
0.00
0.00
Preview Materials
Download session materials for offline use
Session 2
—59 mins
Working with SSA Part II: Updates to the SSA POMS regarding trusts, Practice Tips, Reporting and More (Feb 2018)
Hear an overview of the new trust POMS, strategies for presenting trusts for review, and for responding to adverse agency decisions regarding trusts.
Originally presented: Feb 2018 Special Needs Trusts
Mary E. O'Byrne,
O'Byrne Law, LLC - Lutherville, MD
Kenneth Brown,
Former Policy Team Lead, SSA (retired), Attorney at Law - Baltimore, MD