The Social Security Administration has taken steps effective June 25, 2019, to require advance approval of your attorney fee for preparing some, but not all, Special Needs Trusts (SNTs). Advocacy organizations are already seeking to rescind this rule, presently enforceable by civil and criminal proceedings.
Join us on August 22 for a live webinar with David Lillesand, Esq. During this webinar David will provide information to help you determine which SNTs are subject to the rule, which SNTs are not, and further, to understand which of two distinct SSA fee approval processes is more financially and administratively advantageous to use. Materials provided contain the various forms for the two SSA processes as well as suggesting practical steps to take immediately to maximize your chance of a favorable approval of your full fee while minimizing the administrative burdens on your compliance.
Social Security Administration’s New SNT Attorney Fee Authorization Requirement
Presented by: David Lillesand, Esq.
Thursday, August 22, 1:00–2:00 p.m. ET