The POMS: Everything You Need to Know But Were Afraid to Ask

The Social Security Administration rules are important when writing a special needs trust. This session will discuss the relevant POMS Sections that govern special needs trusts. Failure to follow the governing POMS when drafting a special needs trust can render a trust beneficiary ineligible for benefits. This session will highlight the POMS Sections that are particularly relevant when drafting special needs trusts.

Speaker: Martha C. Brown, Mitchell, Brown & Associates LLC, Kirkwood