free webinar

SSA’s New SNT Attorney Fee Authorization Requirement

Thursday, August 22
1:00-2:00 p.m. ET
David Lillesand, Esq.

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this webinar starts in

2019/08/22 12:00 PM EST

What You’ll Learn in This Webinar

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.

This webinar 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.

You'll learn:

  1. When SNT drafting triggers the SSA fee approval requirement.
  2. When it is unclear whether fee authorization is necessary.
  3. The criminal penalties facing SNT-drafting attorneys if they fail to file for fee authorization.
  4. How to lessen the chance that SSA will use criminal penalties to enforce their new rule.
  5. Fee authorization mechanics: when to use the SSA Fee Petition Process versus the SSA Fee Agreement Process.
Who should attend: Attorneys who draft Special Needs Trusts or pooled trust Joinder Agreements, as well as those who defend SNTs in SSA Reconsideration Conferences, ALJ Hearings, and the SSA Appeals Council.

About the Presenter

David Lillesand, Esq.
Lillesand, Wolasky & Hitchcock, P.L.
David J. Lillesand is the principal of Lillesand, Wolasky and Waks, P.L., attorneys with offices in Miami, St. Petersburg and Clearwater, Florida. The firm represents disabled children, adults and their families in Social Security/SSI disability claims, Medicaid, Special Needs Trusts, Guardianship and Estate Planning matters. David graduated from the University of Minnesota with a degree in Political Behavior, and the University of Wisconsin Law School and began representing individuals with SSI disability claims in 1974. David has been Chair of the Special Needs Trust Committee of the Florida Bar's Elder Law Section. Since beginning private practice in 1979, he has been a frequent lecturer on Social Security disability, SSI, special needs trusts, Medicaid, guardianship, and legal and financial planning for disabled children and adults, before organizations such as the American Bar Association, the National Organization of Social Security Claimant Representatives, the national Society of Settlement Planners, the New Jersey Bar Association, the National Academy of Elder Law Attorneys, and numerous Bar association continuing legal education programs. He received the ARC Plotkin Outstanding Legal Service Award for service to persons with intellectual disabilities, is a three-time recipient of the Pro Bono Volunteer of the Year Award from the South-Miami Kendall Bar Association, and received the Florida Bar President's Pro Bono Service Award for the Eleventh Judicial Circuit. He has been President of his two local bar associations, chairman of the South Florida Council on Divorce Mediation, and President of Guardianship and Case Management Services, Inc. and is Chair of the Florida Bar Elder Law Section Committee on Social Security/SSI. David is trilingual, speaking English, Spanish and POMS, the Social Security Administration's policy manual, and is studying Norwegian.

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