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Social Security Changes the Way it Reviews Special Needs Trusts

The Social Security Administration (SSA) has issued Emergency Message 14026A which provides new instructions for how SSA reviews Special Needs Trusts.Under this new policy Social Security has established a new Regional Trust Reviewer Team which must review all resource determinations for trusts presented for initial Supplemental Security Income (SSI) claims.Social Security has also issued a new Trust Training Fact Guide to assist the Review Team in its understanding of how to evaluate a trust document…Read More


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