This webinar will focus on new rules from the Social Security Administration released in 2024 that impact all Supplemental Security Income (SSI) recipients. The changes include new ways to calculate assistance with food and rent, as well as other in-kind assistance. This is a “must see” webinar for any SSI user.
Our presenter is Claire Kelly, Attorney at Trusts & Wealth, PLLC (https://trustsandwealth.com/). Claire crafts detailed estate plans for discerning clients, and delights in customizing the perfect plan for each family. She always includes planning for incapacity as well, to ensure your loved ones will continue to receive the care they need regardless of your health. Claire specializes in serving Special Needs families, which includes planning for benefits retention through estate planning vehicles such as Special Needs Trusts. Claire has been fortunate to leverage her tax and estate planning knowledge in service of the community. Her volunteer experience includes estate planning for first responders through Wills for Heroes, tax preparation through the Capital Area Asset Builders, and work with the Arc of Northern Virginia. When not collaborating with clients to design their perfect estate plan, Claire enjoys woodworking, traveling, and spending time with her husband and three children.