Webinar: 2016 Fundamentals of Special Needs Trusts Administration - Schedule

1:00 - 1:10 p.m. EDT    
Welcome and Announcements
Professor Rebecca Morgan

1:10 - 2:10 p.m. EDT
There's No Place Like Home ... An Update on Housing Issues for Beneficiaries with Special Needs
Robert B. Fleming
This session will cover a number of topics regarding housing for beneficiaries, including whether the trust should buy a home for the beneficiary (and if so, how it will be titled) and HUD housing programs available for beneficiaries.

2:10 - 3:10 p.m. EDT
Surviving the SSA Review Process
René H. Reixach
Notices from Social Security are often cryptic at best, so you will need an appointment of representative form signed by the SSI applicant/beneficiary for Social Security to talk to you. It can be helpful to find out who is the trust reviewer in the regional office where decisions are made, since often the field office doesn't know either the rules or the reason for the decision. Examine an example of a cryptic notice and a memorandum for an administrative law judge hearing on the issue of paying back to the "State" as opposed to the "states" as well as a recent SSI administrative message concerning court order SNTs that is unfamiliar to some field offices and limits the need to re-evaluate SNTs.

3:10 - 4:10 p.m. EDT
Having Your Cake and Eating It too:  Protecting the Grantor's Eligibility for Medicaid and SSI Benefits by Funding a Trust for Another Disabled Person
Shirley B. Whitenack
Federal law allows grantors who need or will need Medicaid and/or SSI benefits to fun long term care to transfer assets outright to a disabled person or to a trust for the sole benefit of a disabled person without incurring a penalty period for the grantor or jeopardizing the disabled beneficiary's eligibility for Medicaid and SSI. This session will address the federal requirements for making such transfers and the provisions that the trust must contain to protect the public benefits that the grantor and the disabled beneficiary must access.

4:10 - 4:40 p.m. EDT
Robert B. Fleming and Shirley B. Whitenack
As various states enact enabling legislation to allow ABLE accounts, this session will take a close look at the POMS covering ABLE accounts and make some predictions on the utility of Able accounts for SNT beneficiaries.

4:40 - 5:00 p.m. EDT
Question and Answer Panel
Robert B. Fleming and Shirley B. Whitenack
The day’s speakers will problem solve for the audience. Registrants may (and are encouraged to) submit their questions and problems in advance.