Friday, October 9, 2020
SSA Mechanics Boot Camp

Live Webinar Sessions

Please note that all live session times are in the Eastern Time Zone.

1:20 p.m.-1:30 p.m.

Welcome from Sponsor

1:30 p.m.-1:35 p.m.

Welcome and Announcements
Professor Roberta Flowers, Conference Chair and Director, Center for Excellence in Elder Law

1:35 p.m.-2:25 p.m.

SSI 101
Ken Brown
This session will cover SSI eligibility and payment from soup to nuts.

2:25 p.m.-2:35 p.m.

Sponsor Break

2:35 p.m.-3:35 p.m.

Basics of Drafting 1st Party SNT
David Banas
This session will cover the relevant provisions you need when drafting the SNT, including going through the relevant POMS to ensure all of the elements are met.

3:35 p.m.-4:25 p.m.

Practice Management Tips
Emily Kile
This session will offer tips for your practice, including a step-by-step checklist for PI cases where you are establishing the SNT, how to set family expectations on administering the SNT, dealing with SSA, and more.

4:25 p.m.-4:35 p.m.

Sponsor Break

4:35 p.m.-5:25 p.m.

Eligibility Reviews: Preparing to Maximize SSI Benefits
Linda Landry
SSA is stepping up eligibility reviews related to countable income and resources. This brings with it a myriad of related issues such as what is countable income and resources, ISM calculations, retroactive eligibility as related to reopenings and administrative finality, options for filing as representative, methods for filing documentation, and appeals.

5:25 p.m.-5:45 p.m.

Q&A Session
Ken Brown, David Banas, Emily Kile, and Linda Landry
Live Q&A session with the SSA Mechanics Boot Camp speakers.