eCourse
Best Practices for Working with the Social Security Administration (2022)
Contains material from Mar 2022
Best Practices for Working with the Social Security Administration (2022)
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Session 1: The SSI Program and the POMS - Past, Present and Future - In order to have a successful trust practice, you have to be conversant in the SSA Program Operations Manual System (POMS). But do you really understand what the POMS are and why they are important? The Supplemental Security Income Restoration Act brings significant proposed changes to the SSI rules, including removing in-kind support and maintenance rules and raising exempt asset levels. This session will provide an overview of the POMS, POMS provisions that are important to know, and tips on getting the most out of SSI benefits when using a trust. Then we will do some future-casting on the most difficult and quirky SSI rules that need to change and the provisions of the SSI Restoration Act.
Session 2: SSA Regional Trust Leads Presentation Regarding SSI Trusts - A discussion with the Regional Trust Leads on the SSI trust review business process, including field office technician and Office of the General Counsel roles. Hear the latest information regarding recurring drafting mistakes.
Session 2: SSA Regional Trust Leads Presentation Regarding SSI Trusts - A discussion with the Regional Trust Leads on the SSI trust review business process, including field office technician and Office of the General Counsel roles. Hear the latest information regarding recurring drafting mistakes.
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1.
The SSI Program and the POMS - Past, Present and Future (Mar 2022)
Kenneth Brown
1.00
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0.00
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Session 1 —64 mins
The SSI Program and the POMS - Past, Present and Future (Mar 2022)
In order to have a successful trust practice, you have to be conversant in the SSA Program Operations Manual System (POMS). But do you really understand what the POMS are and why they are important? The Supplemental Security Income Restoration Act brings significant proposed changes to the SSI rules, including removing in-kind support and maintenance rules and raising exempt asset levels. This session will provide an overview of the POMS, POMS provisions that are important to know, and tips on getting the most out of SSI benefits when using a trust. Then we will do some future-casting on the most difficult and quirky SSI rules that need to change and the provisions of the SSI Restoration Act.
Originally presented: Feb 2022 Special Needs Trusts
Kenneth Brown,
Attorney at Law - Mt. Airy, MD
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2.
SSA Regional Trust Leads Presentation Regarding SSI Trusts (Mar 2022)
Amanda Flood, Dana Marquez
1.00
0.00
0.00
Preview Materials
Download session materials for offline use
Session 2 —58 mins
SSA Regional Trust Leads Presentation Regarding SSI Trusts (Mar 2022)
A discussion with the Regional Trust Leads on the SSI trust review business process, including field office technician and Office of the General Counsel roles. Hear the latest information regarding recurring drafting mistakes.
Originally presented: Feb 2022 Special Needs Trusts
Amanda Flood,
U.S. Social Security Administration - Dallas, TX
Dana Marquez,
U.S. Social Security Administration - Dallas, TX