Benefit Mistakes To Your Client's Advantage (2017)

NAELA Summit 2017
You assist your client in properly reporting changes in his or her financial circumstances as required by the public benefit agency from which he or she receives benefits (e.g., no longer eligible due to excess resources, receipt of ISM, etc.) yet months go by and nothing happens. Or, a client comes to you after many years and you realize that he or she has been receiving benefits for which he or she has not been eligible despite verification of the public benefit agency having the relevant information. Do you open pandora's box? If so, how do you mitigate the damages? Presented by: Mary Alice Jackson, Fellow
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