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Recent Activity Concerning the Sole Benefit Rule and Compensation of Family Members

Recent Activity Concerning the Sole Benefit Rule and
Compensation of Family Members

On May 17th, 2012, POMS SI 01120.201F.2 was revised with a focus on redefining the “sole benefit of” rule within a self-settled trust, with a special focus on compensation made to family members. Subsequently, in January 2013, the Social Security Administration removed the language that was added only 7 months earlier, with no explanation. And on May 15, 2013, the Social Security Administration issued…

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