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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, an individual must not be able to engage in substantial gainful activity (SGA) due to a medically-determined physical or mental impairment that would result in…

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 for TurboTax users. With this software, it analyzes the tax information to help determine if an individual is eligible for public benefit programs such as…

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 the Adult Protective Services Program. Specific guidelines are set to follow federal regulations for in-home care for adults with disabilities in family type living situations…

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 assist in paying Medicare Part A which is hospital insurance and Medicare Part B which is medical insurance.​Medicare Savings Programs are Medicaid-administered programs for individuals…

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 means that if you receive Supplemental Security Income (SSI) you will automatically qualify for AHCCCS, without filing a separate application or process. In addition, if…

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 (SSI) determines the eligibility for Medicaid in the state of Florida.​ Medicaid for Aged or Disabled:Medicaid eligibility for individuals who are low income, are of…

When the Social Security Administration (SSA) is deciding whether you qualify for Supplemental Security Income (SSI), they look to see if you have too much income or own too much property. They believe that if you own something of value that you don’t truly need, you should sell it and use that money to meet…

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 following: The amount of funds available for the purchase of the home. Projected future costs of the home such as upkeep and maintenance. The life…

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 for individuals and the $3,000 asset limit for couples, are not counted in determining eligibility, and if a beneficiary has such items will not jeopardize…

What is IHSS?In Home Supportive Services, or also known as IHSSS, is a program that is a statewide program in California that is overseen by each county under the direction and administration of the California Department of Social Services. IHSS provides specific services for eligible individuals who are over the age of 65, blind, or…