Beneficiaries of irrevocable trusts and trustees administering assets for individuals who rely on public benefits based on financial need, such as Supplemental Security Income (SSI), may be interested in a recent Social Security Administration (SSA) publication of internal instructions (an "Emergency Message - EM"). EM-16012 instructs SSA staff to provide more detail regarding the reasoning for an agency decision when a trust, such as a .
As appeared in EP Magazine, June 2006: Volume 36, Issue 6.
There are many types of governmental benefits available to a special needs individual, such as medical and cash assistance, food stamps and housing subsidies. This much-needed assistance may be available at the federal, state and local levels. Every program has its own eligibility guidelines, whether financial, or otherwise, and each benefit requires some sort of application. .