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 course provides 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.
Recorded: August 2019
Duration: 60 minutes