Linda Moon

Specific Examples Of Persmissible Trust Distributions For SSI

Specific Examples Of Persmissible Trust Distributions For SSI In light of the foregoing general rules, you, as Trustee, have the discretion to make a wide variety of non-support distributions from the Trust. Listed below are a few examples: ... Read >

New Social Security Rules On Trusts

GRANTOR TRUSTS The POMS is divided into two sections: trusts established before January 1, 2000 and trusts established after January 1, 2000 when the Foster Care Independence Act of 1999 became effective. Disability and pooled trusts are excepti... Read >

Trust Creation

Effect of New POMS Rules on Trust Administration What is POMS? stands for Program Operations Manual System. It is a Social Security manual whose purpose is to instruct Social Security personnel on the interpretation to be given provisions of the Socia... Read >

General Rules For Trust Distributions

The Supplemental SSI Program and Medicaid - Part 2 General Rules for Trust Distributions In my last article, I covered an overview of the program, focusing on these points: The SSI program is a "needs-based" cash assistance program which is desig... Read >

SSI Eligibility Income Program and Medicaid

As a result of receiving SSI, the Beneficiary will also automatically qualify for medical coverage under Medicaid. Overview of SSI & Medicaid The SSI program is a "needs-based" cash assistance program which is designed to assure a minimum level of inc... Read >

Conquering The Medicaid Application - Follow Through On Paperwork

Follow up & Follow Through on Paperwork Once Medicaid eligibility is established, it has to be maintained. If a recipient no longer meets the medical screen, receives too much income, or accumulates too much in countable assets, they are no longer eligib... Read >

Conquering The Medicaid Application: Part 5 - When The Application Is Denied

Application Denials and How to Start the Appeal Process If an application is denied, the notice must state the reason for the denial and specific regulations. Many times, this is not done properly. The notice also provides information regarding the a... Read >

Conquering The Medicaid Application - Part 4: When Benefits Start

When Does Eligibility For Benefits Begin? Medicaid eligibility occurs when an applicant meets all three eligibility criteria, i.e., medical, income and resources (assets), and an application is submitted. Eligibility is categorical, i.e., an applicant is... Read >

Conquering The Medicaid Application: Part 3: Assessment And Deadlines

ULTC 100.2 - The Functional Assessment for Colorado Medicaid Eligibility In addition to meeting asset and income eligibility criteria, a Medicaid applicant must also be medically eligible, In other words, he or she must be sick enough to require a ce... Read >

The Medicaid Application Part 1 of 7

A new Medicaid application is now in use and can be found on the Colorado.gov website. Click on the “Government" tab, click on “State Agencies", click on “Health Care Policy and Financing", and click on “Medicaid". The application should be filed with... Read >