University of Texas School of Law

eCourse

Best Practices for Working with the Social Security Administration: A Walk Through of the POMS, SSI Trusts, and How to Avoid Appeals

Contains material from Mar 2019

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Session 1: A Walk through the POMS: Section by Section Updates Review and explore how to search for specific issues in the Social Security Administration’s (SSA) Program Operations Manual System (POMS), which is the operational reference used by SSA staff to conduct SSA's daily business. The presentation also examines the POMS that are specific to special needs trusts, with a special focus on recent revisions that were issued March of 2018.
 
Session 2: 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 the effect of updated trust policy on trust reviews. In addition, hear about the types of trust cases that require second-level review, drafting errors, and statistics regarding the number of trust cases SSA processes.
 
Session 3: Working with SSA: Tips on How to Avoid the Appeal Gain tips on how to submit your trust for review so that you can get it approved and avoid a need for an appeal.
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Total Credit Hours:
2.50     Credit Info
Specialization: Estate Planning and Probate Law | Tax Law

TX MCLE credit expires: 3/31/2020

Includes: Video Audio Paper Slides

$115  

Preview Sessions
Credit Hours
1. A Walk through the POMS: Section by Section Updates (Mar 2019)

Stephen W. Dale, Renée C. Lovelace

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 44 mins
Audio (mp3) 44 mins
Paper (pdf) 17 pgs
Slides (pdf) 41 pgs

SESSION 1 — 44 mins, credit 0.75

Session 1:

A Walk through the POMS: Section by Section Updates (Mar 2019)

Review and explore how to search for specific issues in the Social Security Administration’s (SSA) Program Operations Manual System (POMS), which is the operational reference used by SSA staff to conduct SSA's daily business. The presentation will also examine the POMS that are specific to special needs trusts, with a special focus on recent revisions that were issued March of 2018.

Originally presented at: Feb 2019 Special Needs Trusts

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX

2. SSA Regional Trust Leads Presentation Regarding SSI Trusts (Mar 2019)

Amanda Flood, Dana Marquez

1.00 0.00 0.00 1.00  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 61 mins
Audio (mp3) 60 mins
Slides (pdf) 20 pgs

SESSION 2 — 61 mins, credit 1.00

Session 2:

SSA Regional Trust Leads Presentation Regarding SSI Trusts (Mar 2019)

A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including the effect of updated trust policy on trust reviews. In addition, hear about the types of trust cases that require second-level review, drafting errors, and statistics regarding the number of trust cases SSA processes.

Originally presented at: Feb 2019 Special Needs Trusts

Amanda Flood, U.S. Social Security Administration - Dallas, TX
Dana Marquez, U.S. Social Security Administration - Dallas, TX

3. Working with SSA: Tips on How to Avoid the Appeal (Mar 2019)

Pi-Yi Mayo

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 43 mins
Audio (mp3) 43 mins
Paper (pdf) 15 pgs
Slides (pdf) 13 pgs

SESSION 3 — 43 mins, credit 0.75

Session 3:

Working with SSA: Tips on How to Avoid the Appeal (Mar 2019)

Gain tips on how to submit your trust for review so that you can get it approved and avoid a need for an appeal.

Originally presented at: Feb 2019 Special Needs Trusts

Pi-Yi Mayo, Mayo & Poland PLLC - Baytown, TX