Changes in the POMS - Before and After Comparisons

In May we posted about a major change from Social Security regarding Special Needs Trusts and travel for family members.  We want to share with you the 4 recent changes (in April and May) to the POMS.  I have taken the relevant sections of the POMS from before the changes and compared them (thanks to Bill Gates and the folks over there at Microsoft) side-by side.  The markups show the specific changes, as well as small, insignificant formatting changes.  Click HERE for the comparisons.

As we discover changes in policy that are relevant to our clients, we will be sure to post them here.  As always, feel free to contact our office with any questions you may have.

Travis D. Finchum, Esq.
Co-Trustee - Guardian Trust


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