Online Webinar

Date:            May 21, 2019

Time:            11:30am – 1pm

Presenter:   Stephen W. Dale

Specifically, this session will go over housing issues for SSI recipients, as well as beneficiaries that are only receiving Medi-Cal. We will also review how household expenses are calculated, how to calculate in-kind support and maintenance (ISM) for SSI recipients, as well as special ISM issues for beneficiaries not receiving SSI and only receiving Medi-Cal. Lastly, we will discuss how using an ABLE Account tied to a special needs trust may assist in paying for housing without reducing SSI beneficiaries.

The presentation will be one hour followed by 30 minutes for Q&A.  To participate online, please link to on May 21, at 11:30 am PST.   If you would like to receive a copy of the slides, please send an email to


Questions?  Contact / 925-826-5564