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Begley E-Lert – September 15, 2011

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Begley E-Lert – October 1, 2011

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Begley E-Lert – October 25, 2011

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Early Termination Provisions in Self-Settled Special Needs Trusts and Self-Settled Pooled Trusts

On June 25, 2010, the Social Security Administration (SSA) issued clarification to the POMS relating to Early Termination Provisions and Trusts.[1] It should be noted that these provisions are not effective until October 1, 2010.  Until that date, this POMS is to be considered informational only. The new POMS clarifies what is an early termination…

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