Thursday, Jun, 09, 2022
Linkages Community Education Program: Part 2 -June 9th, 2022 11:00am – 12:00pm ‘Special Needs Trusts’
Friday, Jul, 15, 2022
Special Needs Trusts and Estate Planning: In-person Presentation for the GRIN2B Family Conference July 15th, 2022
Friday, Aug, 19, 2022
MDF’s “Ask the Expert” series – ‘Special Needs Trusts, Guardianships and Estate Planning’ Webinar
Tuesday, Sep, 13, 2022
Special Needs Trusts and Estate Planning, In-Person Presentation September 13th, 2022: through The Chicago Council on Planned Giving Program
How Social Security Evaluates A Trust As A Countable Resource
A person’s resources affect the ability to qualify for crucial government benefits. The Social Security Administration (SSA) sets forth resource limits for SSI applicants and recipients. For example, to qualify for Supplemental Security Income (SSI), countable resources must not be worth more …
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Qualifying For Disability Benefits As An Adult
Social Security benefits are available through the Social Security Disability Insurance (SSDI) program to people who cannot work because they have a medical condition expected to last at least one year or result in death. Adults must meet a very …
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Social Security Recipients to Pocket 5.9% Benefit Increase
Recently, the federal government announced the cost-of-living adjustment (COLA) for 2022. This adjustment is applied to federal benefits to be disbursed in 2022. Many analysts expected that the COLA would be the highest since 1983 when it was 7.4 percent. …
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Understanding Eligibility Rules for Means-Tested Programs, Part Two
The second part of this blog will discuss the way that income is characterized for a means-tested entitlement program and how it affects a benefit award. The federal Supplemental Security Income (SSI) program rules distinguish between and characterize income in …
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Understanding Eligibility Rules for Means-Tested Programs, Part One
Eligibility rules for many critical essential entitlements are means-based. Thus, any income and assets received by an individual with disabilities will affect the benefit awards that they potentially receive from these types of entitlement programs. Therefore, the effect of these …
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