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The Social Security Administration has issued a new policy on explaining why a special needs trust was rejected.

The Social Security Administration has moved to clear up some of the difficulties that have arisen in the past when a special needs trust for a Supplemental Security Income recipient was rejected without an explanation. A report in Special Needs Answers discusses the issue in “New SSA Policy Makes It Easier to Understand Why Your Special Needs Trust Was Rejected.”

In an emergency message to its personnel the agency declared that field workers will now need to cite specific reasons for rejecting a special needs trust. Unfortunately, this will still leave some confusion for many people. The applicants only need to be told what section of the Program Operations Manual System was used to determine the rejection of the trust.

This manual is the field guide used by SSA personnel and often contains dense legalese.

A special needs trust attorney can help clear up any confusion and guide you in the right course of action if your application is rejected.

Reference: Special Needs Answers (April 5, 2016) “New SSA Policy Makes It Easier to Understand Why Your Special Needs Trust Was Rejected.”

For more information on special needs trusts and estate planning, please visit my estate planning website.

Mr. Amoruso concentrates his practice on Elder Law, Comprehensive Estate Planning, Asset Preservation, Estate Administration and Guardianship.