Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Tuesday, April 5, 2016

New Social Security Administration Policy On Special Needs Trusts

Special needs trustThere is a new Social Security Administration (SSA) policy that makes it easier for people to understand why their special needs trust was rejected.  “The Social Security Administration (SSA) recently issued an Emergency Message to all personnel requiring workers to specifically inform Supplemental Security Income (SSI) applicants or beneficiaries of the reasons a special needs trust has been rejected by the agency.”  When the SSA would reject a special needs trust in the past they would send out a notice to the applicant telling them that their assets exceeded their resource limit.  The problem with these notices that were sent out by SSA was that they would not explain the reason why they made this determination about the applicant’s assets.  This column explains how this new policy will help people better understand why their trust was rejected.

See New SSA Policy Makes It Easier to Understand Why Your Special Needs Trust Was Rejected, Special Needs Answer, April 5, 2016.


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