Tuesday, February 26, 2019
12:00 pm - 1:30 pm
Location: MBA CLE Room
Credits: 1.0 Hour Substantive
Moderator(s): Rebecca A. Hobbs, Esq. and Michelle C. Berk, Esq.
Speaker(s): Anna Sappington, Esq.
Topic: In 2018, SSA significantly updated its policy manual, POMS, regarding special needs trusts. These "clarifications" include both articulations of and major changes to SSA policies for evaluation SNTs and trust administration and guide SSA field offices nationwide. Ms. Sappington will review and summarize these changes. A "must attend" CLE for attorneys who draft SNTs or advise SNT trustees.
Registration: Registration and lunch begin at Noon.
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