May 3, 2018

A frequent question I get as a special needs planner is “Can I pay for travel expenses out of a Special Needs Trust? What about companion care?” These questions come up because of the “sole benefit rule.” The recent updates to the POMS provide clear guidance about third party payments and the sole benefit rule.

May 2, 2018

Special Needs Planners are excited about the new POMS that the Social Security Administration released regarding Special Needs Trusts. Learn more about why the POMS are important and what has changed.

May 1, 2018

New guidance from Social Security Administration regarding Special Needs Trusts (SNTs) has issued. Take a look at the provisions.

May 1, 2018

Supplemental Security Income (SSI) is a federal program that helps people with disabilities and very low incomes pay for food, clothing and shelter. SSI is often confused with Social Security Disability Insurance (SSDI). One of the main differences between the two programs is that SSDI is available to people with disabilities no matter how much money they earn or have, while SSI places very strict limits on a recipient's income and assets. However, in most states, an SSI beneficiary also qualifies for Medicaid health coverage, which can be an extremely valuable benefit.

Once an SSI applicant has shown that she is disabled, she must also prove that she meets the program’s rules for income and assets.  As far as assets are conce...

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At long last, HUD has published a letter confirming that ABLE Accounts (and money coming in and out of them) will not adversely affect eligibility for...

HUD Publishes Letter Regarding ABLE Accounts

May 4, 2019

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