We recently were asked whether there were any special protections in federal or state public benefits law that would prevent Special Needs Trust assets and income distributions from them, from being counted in the disabled beneficiary’s ability to pay alimony and
Latest from Florida Special Needs Law - Page 2
New POMS are potentially in the pipeline regarding Pooled Special Needs Trusts’ Use of Retained Funds after Death of SSI Beneficiary
New POMS may change the way retained funds may be used by Pooled Trust Administrators
New Pre-Existing Condition Insurance Plan set to begin August 1, 2010 in Florida
There may be an answer for significantly disabled people who have been, up until now, unable to purchase private health insurance. Due to recent health care legislation passed by Congress, as of August 1, 2010, the new high-risk pool of
Disability Savings Accounts – H.R. 1205
Congratulations and a big thank you to our Florida Congressmen, Ander Crenshaw and Kendrick Meek, who have introduced legislation to allow families to plan for their loved ones with some significant tax saings. Information on the bill follows. To see
Florida Special Needs Trusts
Special Needs Trusts in Florida and around the nation will be impacted by the new POMS on Special Needs Trusts issued in January. The March meeting of the Academy of Special Needs Planners will have top experts discussing the changes,
New POMS on Special Needs Trusts
The Social Security Administration published new POMS, the staff operating manual, on Special Needs Trusts. As Chair fo the Special Needs Trust Committee of the Florida Bar’s Elder Law Section, I have set a meeting to review the new POMS
SSI Regional Chief Counsel Opinion Letters on Special Needs Trusts
The Social Security Administration (SSA) has provided attorneys and the general public with very useful information on their analysis of Special Needs Trusts – are you eligible or ineligible if you have such a trust. There are a lot of
David Lillesand’s Updated Resume
See the attached RESUME updated through February 2009.
2009 Matrix Explaining SSDI and SSI Relationship
A lot of people in general, and professionals (attorneys, CPAs, financial planners, social workers, and others) confuse Social Security Disability Benefits (SSDI) and SSI Disability Benefits. Also, receipt of SSDI triggers Medicare health insurance, and SSI triggers Medicaid. It is important
Special Needs Trusts Questions and Answers
We’ve updated our Q and A BOOKLET with the most common questions and answers on Special Needs Trusts as a method to legally shelter, with governmental approval, funds from personal injury awards and from inheritances. Email us at Lillesand@bellsouth.net if