Product Details
THIS ONDEMAND PROGRAM IS NOT ELIGIBLE FOR ACCREDITATION OUTSIDE OF SOUTH CAROLINA.
About the Program
Many South Carolinians rely on Medicaid for their health care and long-term care needs. Special needs trusts are an important planning mechanism to help these individuals preserve their eligibility for Medicaid benefits. In this seminar, you'll hear speakers discuss a variety of topics related to special needs trusts. The presentations will cover planning, drafting tips and ethical considerations. The seminar will also address trust administration issues from a corporate trustee's standpoint as well as Medicaid's perspective on special needs trusts. Whether you are new to this area or have years of experience under your belt, you don't want to miss this program on special needs trusts!
Seminar Agenda
Brief Overview of Special Needs Trusts
Andrew J. Atkins - Millender Elder Law LLC
Why Utilize a Special Needs Trusts?
Mitchell C. Payne - Warner Payne & Black, LLP
When is a Special Needs Trust Appropriate?
Franchelle C. Millender - Millender Elder Law LLC
Selecting the Right Type of Trust
Mitchell C. Payne - Warner Payne & Black, LLP
Choosing the Appropriate Trustee
Andrew J. Atkins - Millender Elder Law LLC
Creating and Funding the Trust
Franchelle C. Millender - Millender Elder Law LLC
Trust Administration from A Corporate Trustee's Perspective
Karl G. Lutterloh - Security Federal Bank
Drafting the Trust
Franchelle C. Millender - Millender Elder Law LLC
Medicaid and Special Needs Trusts
Constance D. Holloway - S.C. Dept. of Health and Human Services
Ethical Considerations
Andrew J. Atkins - Millender Elder Law LLC
Mandatory MCLE Credit Hours
This seminar qualifies for 6.0 MCLE credit hours, including up to 1.0 LEPR credit hour.
This is a Basic Level Program.
Note: When submitting your compliance reports
to the SC Commission on CLE and Specialization, if you completed this in 2025, please use this course code: 250717ADO
Tags
The South Carolina Bar is an accredited CLE provider in South Carolina only. Attorneys are responsible for seeking their own credit in other jurisdictions.
Disclaimer: The views expressed in CLE programs and publications do not necessarily reflect the opinions of the South Carolina Bar, its sections, or committees.
The South Carolina Bar believes that all Bar members have the right to both meaningful learning and to the exchange of ideas in a civil environment. The Bar reserves
the right to remove or exclude any person from a Bar event if that person is causing inappropriate disturbance, behaving in a manner inconsistent with accepted standards
of decorum, or in any way preventing fellow Bar members from meaningful participation and learning.