Special Needs Trusts: What You Need to Know Out of Stock
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Product Details
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
This seminar qualifies for 6.0 MCLE credit hours, including up to 1.0 LEPR credit hour.
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2024, please use this course code: 241027ADO.
Tags Elder; Health Care; Big Ticket