Inside the New POMS for Special Needs Trusts (2018)

NAELA Summit 2018
This session will provide a breakdown of the new POMS changes and updates, what they mean for your trustee clients, and what practical impact they’ll have on establishing and administering trusts. We’ll offer a brief introduction to the scope and authority of the POMS, and in-depth coverage of the updates and of the trust review process. Updated sections of the POMS include “Information on Trusts,” “Development and Documentation of Trusts” and “Exceptions to Counting Trusts.” We’ll also talk about the implications of the guidelines for using an administrator-managed prepaid card for trust disbursements.
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199.00
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