by Elizabeth Q. Boehmcke
Practitioners who regularly work with special needs clients are probably aware that the Social Security Administration ("SSA") released revisions to the Program Operating Manual System ("POMS") on April 30, 2018. But since many of us are still processing the revisions, I hope to highlight some of them for those of us who are between CLE sessions.
These revisions may come as welcome news to attorneys who draft special needs trusts or advise trustees of special needs trusts. I am unfortunately limited herein primarily to highlighting the sole benefit rule revisions. However, there were a number of important changes and if you want more details, you may want to review the full article I drafted, which you can find here.