Special Needs Trust

17 Apr TEACHING SPECIAL NEEDS TRUSTS AT THE MIAMI-DADE COUNTY PROBATE COURT

Posted at 19:28h in Special Needs Trust

The Miami-Dade County Probate Court receives petitions and orders to establish various types of special needs trusts.. Prior to the judges ruling on these petitions and orders, lawyers must have their petitions and orders reviewed by case managers. These case managers are trained to make...

25 May Part Six: What is new in the Social Security Administration’s Approach to Special Needs Planning and Trusts?

Posted at 01:10h in Special Needs Planning, Special Needs Trust

Retroactive Amendment of Trust - Nunc Pro Tunc - Not Likely to be Accepted by SSA. In reviewing an existing special needs trust, the Social Security Administration may determine that the trust fails to comply with one or more SSA rules and regulations. This may occur,...

14 May Part Five: What is new in the Social Security Administration’s Approach to Special Needs Trusts?

Posted at 02:41h in Medicaid, Special Needs Planning, Special Needs Trust

"Savings Clauses" are of No Help Under the POMS. In drafting a special needs trust, many practitioners include a "null and void" or "savings" clause in the document. These clauses operate to cure defects in a trust and preserve the remaining trust provisions. They prevent...

04 Feb Part One: What’s New in the Social Security Administration’s Approach to Special Needs Trusts?

Posted at 18:07h in Elder Law, Special Needs Planning, Special Needs Trust

Part One Establishing a Self-Settled Special Needs Trust Is Easier Said Than Done: A Two-Step Process Under the POMS, the resource counting provisions of Section 1613(e) do not apply to a trust: 1. Which contains the assets of a disabled individual under 65 years of age: 2. Which is established...

Special Needs Trust

17 Apr TEACHING SPECIAL NEEDS TRUSTS AT THE MIAMI-DADE COUNTY PROBATE COURT

25 May Part Six: What is new in the Social Security Administration’s Approach to Special Needs Planning and Trusts?

14 May Part Five: What is new in the Social Security Administration’s Approach to Special Needs Trusts?

04 Feb Part One: What’s New in the Social Security Administration’s Approach to Special Needs Trusts?

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