eCourse
Reporting Trusts to Medicaid and Social Security
Contains material from Apr 2026
Reporting Trusts to Medicaid and Social Security
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You just established a new trust for a disabled beneficiary. Does it need to be reported to Social Security and Medicaid? Most likely the answer is “Yes!” This presentation discusses how, when, and where to report.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 0.50 | 0.50 ethics
- Credit Info
- TX, CA
- TX MCLE credit expires: 4/30/2027
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Sessions
Credit
1.
Reporting Trusts to Medicaid and Social Security (Apr 2026)
Scott Stebler
0.50
0.50
0.00
0.50 | 0.50 ethics
Downloadable Materials
Transcript
(txt)
Paper
(pdf)
– 52 pgs
Slides
(pdf)
– 24 pgs
Session 1 —34 mins 0.50 | 0.50 ethics
Reporting Trusts to Medicaid and Social Security (Apr 2026)
You just established a new trust for a disabled beneficiary. Does it need to be reported to Social Security and Medicaid? Most likely the answer is “Yes!” This presentation discusses how, when, and where to report.
Originally presented: Feb 2026 Special Needs Trusts
Scott Stebler,
Stebler & Sulak, PLLC - Austin, TX