Social Security and Public Benefits, Planning and Advocacy
6.0 General Credit
Certification Credits 6.0 Elder Law
The SSA is looking for in disability determinations for public benefits such as SSI and SSDI. Speakers will present on what the process is to appeal an unfavorable decision made by the SSA and the important steps to know with the appeals process. Presentation on the planning techniques used for SSI and Medicaid and highlight the clear and subtle planning differences in the rules respective to each benefit.
Also included the upcoming SECURE Act looks like as it comes through Congress and its effect on Special Needs Trusts (SNTs) including the tax consequences associated as well as what to expect for the future.