Drafting Special Needs Trusts for Vulnerable Clients Out of Stock
OnDemand
| Ratings |
|
| Standard Price | |
| Member Price | |
| Size | |
| Color | |
| Qty |
Product Details
Computer Based Audio ONLY programs (No Video) - DOES NOT QUALIFY FOR CLE BIG TICKET
About the Seminar
Special Needs Trusts are designed to provide for the long-care of individuals who have physical or intellectual impairments and are unable to provide for themselves, whatever their age. SNTs are intended to preserve the beneficiary's eligibility for public benefits - Social Security, Medicare, and Medicaid - while maximizing the private resources of the beneficiary's family. Drafting distribution clauses and selecting the right trustee to make financial and health-care related decisions for the beneficiary are the essential steps in the planning process. This program will provide you with a practical guide to the types of SNTs, the situations in which each is most appropriate, preserving public benefit eligibility, distribution provisions, and trustee selection.
- Planning and drafting issues with Special Needs Trusts
- Types of SNTs and eligibility standards
- Relationship of SNTs to public benefits - Social Security, Medicare, Medicaid, SSI
- Key considerations in drafting distribution clauses
- Choosing individual and institutional trustees, and the use of pooled trusts
- Administrative issues in SNTs
About the Speaker
Martha C. Brown is an attorney at the law firm of Martha C. Brown & Associates, LLC in St. Louis, Missouri, where she has more than 25 years' experience in the fields of elder law and estate planning. She has an extensive practice advising the elderly and their families on their trust and estate planning matters with an emphasis on Special Needs Trusts. She is a Fellow of the American College of Trust and Estate Counsel, a former board member and Fellow of the National Academy of Elder Law Attorneys, and a board member of the Special Needs Alliance. Ms. Brown studied at the University of Bath, in Bath, England, received her B.A. from the University of Vermont, and received her J.D. from the University of Missouri-Kansas City.
Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to 1.0 Estate Planning & Probate and 1.0 Taxation Law Specialty Credit Hour.
This seminar qualifies for 1.0 MCLE Credit Hour, including up to 1.0 Estate Planning & Probate and 1.0 Taxation Law Specialty Credit Hour.
This seminar is an Intermediate level program.
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2020, please use this course code: 201591ADT
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2021, please use this course code: 212991ADT