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…

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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?…

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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?…

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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.…

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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…

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Asset Limit Test Update

In this blog, I will discuss some of the implications associated with the passage of Assembly Bill (AB) 133, effective January 1, 2024, more specifically, the removal of the Asset Test for Non-MAGI Medi-Cal recipients in California. Before discussing the impact of these changes on how you work with your client, remember that this only applies…

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Supplemental Security Income (SSI) Basics

What is Supplemental Security Income Supplemental Security Income (SSI) provides monthly payments to people with disabilities and older adults with little or no income or resources. Eligibility To be eligible for SSI, an individual must be disabled and poor. There is a “Resource Test” – measured only once each month and an “Income Test” –…

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Medicare Refresher

As a refresher, traditional Medicare comes in four parts. Part A for hospital benefits (free). Part B pays for your doctors; the monthly premium costs $164, subtracted from their SSDI, DAC, or RIB check. Part C is commonly referred to as Medicare Advantage Plans (they replace parts A and B) but adds vision and dental.…

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Can my Adult Disabled Child Get SSDI?

Yes, if either parent has worked sufficient work quarters and either parent is collecting Social Security Disability Insurance (SSDI) or Social Security Retirement. The now adult disabled child can collect SSDI based on either parent’s work history. While living, the adult child will be eligible to receive fifty percent of the parent with the highest…

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