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New POMS are potentially in the pipeline regarding Pooled Special Needs Trusts’ Use of Retained Funds after Death of SSI Beneficiary

By Jessica Lillesand on May 25, 2011
Posted in Medicaid, New Developments, POMS, Social Security Administration, Special Needs Trusts

New POMS may change the way retained funds may be used by Pooled Trust Administrators…
Continue Reading New POMS are potentially in the pipeline regarding Pooled Special Needs Trusts’ Use of Retained Funds after Death of SSI Beneficiary

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David Lillesand, a partner in Lillesand & Associates P.A., with offices in Miami and Clearwater, Florida, represents clients in Social Security disability appeals, SSI claims, and Medicaid and other public benefits financial planning, assisting individuals and their families in maintaining eligibility through Special Needs Trusts.

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Our firm assists disabled children and adults, and their families, meet the rigorous rules for securing and maintaining public benefits through SSI and Social Security Disability appeals, preparation of Special Needs Trusts, guardianships, and financial planning through unique estate planning techniques to maintain Medicaid eligibility.

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