Social Security Policy Updates and Reviews of Special Needs Trusts for SSI Beneficiaries

To ensure your client can obtain all of the benefits for which they appear eligible, it is vital to understand the benefit programs, their current rules and how they change over a lifetime. This informative covers: Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), Medicare, Medicaid, and Waiver programs.

Join us for a discussion of options relating to surrogate decision making including, but not limited to, guardianship. This will include a brief discussion of the “basics”, followed by an in-depth look at non-routine issues (i.e., those issues that don’t often arise, but when they do you will be glad you attended this session!). As an unrelated topic, we will also explore the evolution of ABLE since its inception in 2014 and ideas on how to make the most of ABLE accounts for your clients.