Pennsylvania Special Needs Planning Guide (Includes book + digital download)

A HANDBOOK FOR ATTORNEYS AND TRUSTEES OF SPECIAL NEEDS TRUSTSThird Edition AUTHORS: ANNA SAPPINGTON, ESQ. Published: February 2020 Most recent supplement/update: 2024 Supplement published February 2024. Library of Congress Control Number: 2010940718 ISBN: 978-0-9970199-2-6 The Guide provides an overview and analysis of relevant law, including traps for the unwary, plus examples, practice tips, forms, resources, POMS, and full court opinions.  The Third Edition of the Pennsylvania Special Needs Planning Guide, containing over 900 pages, has been fully updated to include recent changes in laws, rules, and policies relevant to special needs planning: 2018 and 2019 revisions to the Social Security Administration’s Program Operations Manual System (POMS) policy manual, including liberalized standards for distributions from SNTs and a discussion of the archived POMS related to attorney fee provisions; Changes to Pennsylvania Orphans’ Court Rules regarding guardianship petitions, proof of