Recorded: May 24, 2018
Duration: 90 minutes
By Stephen W. Dale, Esq., LL.M, The Dale Law Firm, PC and Vincent J. Russo, JD, LL.M, CELA, ElderCounsel Principal
On April 30, 2018, the Social Security Administration released many new changes to the Program Operations Manual System (POMS). These changes are important and could impact how you advise clients who need to apply for Supplemental Security Income (SSI) Benefits, clients who currently have a special needs trust or clients who are contemplating special needs planning.
In this webinar, presenters Steve Dale and Vincent Russo breakdown these changes and how they will affect your practice and document drafting. After viewing this webinar, you will be able to understand the recent changes and have the knowledge and confidence to ensure your practice is up-to-date in light of the new POMS.