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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 injury and relies on government assistance. The main purpose…

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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HOW DOES THE SOCIAL SECURITY ADMINISTRATION DEFINE DISABILITY?

How Does the Social Security Administration Define Disability? William Lindahl, MBA, CLPF & Sara Toor, M.A For AdultsFor an individual to meet the Social Security Administration’s (SSA) definition of disability,…

WHAT IS THE BENEFIT ASSIST APP/TOOL?

What is the Benefit Assist App/Tool? William Lindahl, MBA, CLPF & Sara Toor, M.A ​Benefit Assist is an open source program software that was created by Intuit in 2015 originally…

FLORIDA’S HOME AND COMMUNITY CARE FOR DISABLED ADULTS

Florida’s Home and Community Care for Disabled Adults William Lindahl, MBA, CLPF & Sara Toor, M.A ​The program that supports case management and in-home services through community based services is…

MEDICARE SAVINGS PROGRAMS

What are They?Medicare Savings Programs, also known as “MSP” Programs are specific programs that assist in paying premiums, deductibles, coinsurances, copayments, and prescription drug coverage costs. These programs may also…

MEDICAID IN ARIZONA AND LONG TERM CARE

BackgroundArizona Health Care Cost Containment System or also known as AHCCCS, pronounced as “access,” is the name of Arizona’s Medicaid program. The state of Arizona, is a “1634” state which…

FLORIDA MEDICAID

Background:Florida Medicaid services are administered by the Agency for Health Care Administration. The Department of Children and Families or the Social Security Administration (for individuals who receive Supplemental Security Income…

WHAT ARE HOUSEHOLD GOODS AND PERSONAL EFFECTS?

Household GoodsThe Social Security Administration (SSA) defines household goods as items that are the beneficiary’s personal property that is found in or near the beneficiary’s home and is used regularly.…

PURCHASING OR SELLING A HOME AND ITS IMPACT ON PUBLIC BENEFITS

Trustee ConsiderationsWhen a beneficiary wishes to purchase home from his/her settlement proceeds that are placed into a First Party Special Needs Trust with CPT, CPT, as Trustee must consider the…

SOCIAL SECURITY ADMINISTRATION’S VIEW ON AUTOMOBILES/VEHICLES

There are some items the Social Security Administration (SSA) considers exempt resources/assets. You are probably wondering, “What does that mean.” Such items are not counted against the $2,000 asset limit…