Featured Resources
What is a Special Needs Trust? [The Complete Guide]
What is a Special Needs Trust? [The Complete Guide] A special needs trust is a document you create to provide for a beneficiary who has a disability, chronic illness, or…
Medicaid’s Underestimated Value to Medicare Recipients
By Cameron Lindahl, M.S., Director of AdvocacyCPT Institute, A 501(c)(3) Tax-Exempt Charity Despite the similar terminology, Medicare and Medicaid are NOT the same regarding coverage or eligibility rules. The individuals…
HOW THE 2018 POMS UPDATE AFFECTS TRUST BENEFICIARIES
How the 2018 POMS Update Affects Trust Beneficiaries By Cameron Lindahl, M.S. and David Lillesand, J.D The Social Security Administration (SSA) released amendments to the Program Operations Manual System (POMS)…
DEEMING: HOW AN INDIVIDUAL’S INCOME & ASSETS AFFECT ANOTHER’S ELIGIBILITY FOR SUPPLEMENTAL SECURITY INCOME (SSI)
Deeming: How an Individual’s Income & Assets Affect Another’s Eligibility for Supplemental Security Income (SSI) By: Cameron Lindahl, M.S. & Sara Toor, M.A.Revised March 2018 What is Deeming and Why…
WHAT IS THE DEFICIT REDUCTION ACT?
What is the Deficit Reduction Act? By Sara Toor M.A. & Cameron Lindahl M.S. The Deficit Reduction Act of 2005, also known as DRA, is a Federal law that grants…
PAYING DEBT WITH A SPECIAL NEEDS TRUST
Paying Debt with a Special Needs Trust Sara Toor, M.A. & Cameron Lindahl, M.S. A Special Needs Trust (SNT) can pay past debt incurred by beneficiaries. This includes credit card…
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STUDENT FINANCIAL AID AND ITS IMPACT ON SUPPLEMENTAL SECURITY INCOME (SSI)
Student Financial Aid and its Impact on Supplemental Security Income (SSI) By Sara Toor M.A. and Cameron Lindahl M.S. Did you know that an individual who is at least 18…
WHAT ARE CPT INSTITUTE'S RESPONSIBILITIES AS TRUSTEE?
What are CPT Institute’s Responsibilities as Trustee? By Cameron Lindahl M.S. and Sara Toor M.A Before addressing this topic, it is important to note that books have been dedicated to…
WHAT ARE CPT INSTITUTE’S RESPONSIBILITIES AS TRUSTEE?
What are CPT Institute’s Responsibilities as Trustee? By Cameron Lindahl M.S. and Sara Toor M.A Before addressing this topic, it is important to note that books have been dedicated to…
WHAT IS THE HARTMAN FORMULA?
What is the Hartman Formula? By Sara Toor M.A. & Cameron Lindahl M.S. If you are an Applicant Attorney or an individual that works extensively with individuals who will be…
WHAT IF A BENEFICIARY RECEIVES A FEDERAL TAX REFUND?
What if a Beneficiary Receives a Federal Tax Refund? Sara Toor, M.A. & Cameron Lindahl, M.S. When beneficiaries file taxes they may receive a federal tax refund and even a…
SOCIAL SECURITY DISABILITY: CONTINUING DISABILITY REVIEWS
Social Security Disability: Continuing Disability Reviews Sara Toor, M.A. & Cameron Lindahl, M.S. A Continuing Disability Review is referred to as a CDR. The Social Security Administration (SSA) periodically reviews…
SUPPLEMENTAL SECURITY INCOME & REDETERMINATIONS
Supplemental Security Income &Redeterminations Cameron Lindahl, M.S. & Sara Toor, M.A. What is a Redetermination? A redetermination is when the Social Security Administration (SSA) reviews an individual’s income, resources, living…
ADDRESSING SSI OVERPAYMENTS IN DEPTH
Addressing SSI Overpayments in Depth Sara Toor, M.A. & Cameron Lindahl, M.S. What is an Overpayment?The Social Security Administration (SSA) describes an overpayment as an individual receiving more money for a month than the…
RECEIVING CHILD SUPPORT PAYMENTS AND ITS IMPACT ON CHILD’S SSI BENEFITS
Receiving Child Support Payments and its Impact on Child’s SSI Benefits William Lindahl, MBA, CLPF & Sara Toor, M.A The Social Security Administration (SSA) defines child support payments as “a…