resource rules

Disability Savings Accounts - H.R. 1205

March 06, 2009 07:03

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 the bill in its...

SSI Regional Chief Counsel Opinion Letters on Special Needs Trusts

February 13, 2009 04:38

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 ways that attorneys can inadvertently cause a...

How to calculate parental deeming amounts

January 15, 2009 03:47

Although it is like filling out a tax return, it is possible to accurately calculate the amount of parents' income that will be deemed against a disabled minor child's SSI and Medicaid eligibility.  The attached ARTICLE ON SSI DEEMING CALCULATIONS explains how. The FORMS FOR CALCULATING PARENT...

FSGA presentation on Social Security, SNT, and Medicare Changes

August 09, 2008 18:17

The organizers of the Florida State Guardianship Annual Convention asked me to prepare some comments on Social Security, Medicare and Medicaid - It Just Keeps Changing.  The ten page paper highlights changes in how  attorneys and guardians of disabled individuals will have to change the...

Special Needs Trust "Sole Benefit Rule" and Support of Spouse and Children

July 11, 2008 17:48

There are no clear instructions from the Social Security Administration on whether a trustee of a Special Needs Trust can use a disabled person's d4A Special Needs Trust to support a healthy spouse and dependent children.  For statutory and policy reasons, we argue, not only can a trustee...