1-Hour Program

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Once your client’s Pooled Special Needs Trust (PSNT) is established and funded, it is ready to be used for his/her benefit. This presentation will provide comprehensive information about disbursements. We will discuss how administrative law - as contained in the Program Operations Manual System (POMS) handbook issued by the Social Security Administration - governs the scope and constraints of the Trust Administrator’s responsibilities. An overview of eligible, and especially common yet challenging disbursements, from real life will be highlighted. Attorneys will gain a deeper understanding of how disbursements from a PSNT work double duty to safeguard public benefits while improving the quality of life for the trust beneficiary.

  • Overview and benefits of Pooled Special Needs Trusts (PSNTs) – 13 minutes
  • Background: POMS SSI rules governing disbursements – 12 minutes
  • Analysis of challenging disbursements – 20 minutes
  • ABLE as a tool for shelter expenses – 10 minutes
  • Remainder policies for first-party and third-party PSNTs – 5 minutes


Who Should Attend:  Estate planning, elder law, personal injury and family law attorneys; fiduciaries; financial planning professionals

Program Level: Overview

Prerequisites: None

Advanced Preparation: None





Rachel Baer
Commonwealth Community Trust


Joanne Marcus

Commonwealth Community Trust



Credit Details

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