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:
Estate Planning and Probate Law | Tax Law
TX MCLE credit expires: