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A roundup of elder law news and practice development articles culled from news sources across the nation during the week of November 21 to November 27, 2023.READ MORE
The Supreme Court of the State of Montana holds that the district court was correct in applying the doctrine of equitable conversion to insurance proceeds. In the Matter of the Estate of Ronan (Mont. DA 23-0111, October 24, 2023).READ MORE
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FROM THE KNOWLEDGE BANK
The Social Security Administration (SSA) has published its long-awaited updates to the POMS for special needs trusts (SNT). The revisions are found in four separate instructions, SI 01120 TN 51-54, and are titled “Identifying Resources.” They generally cover determinations of resource status for SNTs, exceptions to counting trusts, and procedures regarding the review of pooled trusts for purposes of SSI. The revised SNT POMS also clarify some policies that were found to be ambiguous or confusing in the past.
Anticipated changes to the POMS were covered in detail by former SSA team leader Kenneth Brown at the 2018 ASNP Annual Meeting in April. We are preparing an updated analysis of the final POMS as published.
To see the newly released SNT POMS, click here.
To see our write up on Ken Brown’s presentation, click here.