Understanding the Impact of OBRA 93 Trusts on Special Needs Planning in California

Special needs planning is an essential process for individuals with disabilities, aiming to secure their financial future and access to necessary care. With the recent changes in California’s Medi-Cal program, particularly the elimination of the asset test effective January 1, 2024, there is a significant shift in the landscape of special needs planning. One of…

Read More

Supplemental Security Income (S.S.I.)

S.S.I. Law, Regulations, and S.S.A.’s Policy Manual By: Executive Director, Will Lindahl The legal framework for Supplemental Security Income (S.S.I.) was established under 42 U.S.C. §§1381–1383f, and the regulations are detailed in 20 C.F.R. §§416.101–416.2227. Additionally, the Social Security Administration’s (S.S.A.) Program Operations Manual System (POMS) provides comprehensive guidelines for processing claims. What Are POMS?…

Read More

Supplemental Security Income (S.S.I.)

S.S.I. Law, Regulations, and S.S.A.’s Policy Manual By: Executive Director, Will Lindahl The legal framework for Supplemental Security Income (S.S.I.) was established under 42 U.S.C. §§1381–1383f, and the regulations are detailed in 20 C.F.R. §§416.101–416.2227. Additionally, the Social Security Administration’s (S.S.A.) Program Operations Manual System (POMS) provides comprehensive guidelines for processing claims. What Are POMS?…

Read More

Understanding the Childhood Disability Benefit (CDB): A Guide for Families

Navigating the world of social security benefits can be complex, especially when it comes to understanding entitlements for children with disabilities. The Childhood Disability Benefit (CDB) is a crucial program that supports young individuals whose disability began before the age of 22. Here’s what families need to know about CDB and how it can help.…

Read More

The Impact of HOTMA on Housing and Trust Administration 2024

The landscape of housing assistance has undergone a significant transformation with the introduction of the Housing Opportunities Through Modernization Act (HOTMA). This comprehensive guide aims to provide insights into the changes brought about by HOTMA, particularly for those involved in planning for clients in Section 8, 811, and 202 housing. We will delve into the…

Read More

Benefits from parents work history for those born with a disability prior to age 22

Can you imagine a circumstance where your child born with a disability could get Medicare and additional income for life?  Did you know that an individual born with a disability that affects their ability to maintain gainful employment and meets the Social Security Administration’s (SSA) strict definition of disabled can receive Social Security Disability Insurance…

Read More