Social Security

   Special Needs Trust Termination Provisions under the POMS. The Social Security Administration has always had rules regarding disbursement of funds from a self-settled special needs trust upon the death of a beneficiary.  They have recently added additional provisions regarding the early termination of a self-settled...

Part Two Treatment of Disbursements from Trusts. Although trust principal may not be considered an available resource to the beneficiary, disbursements from the trust may be considered income to the SSI recipient (trust beneficiary), depending on the nature of the disbursements. The following rules apply to both self-settled...