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Effective Trust Planning & Drafting 2013

Old iMIS Number:
80DE5

Description

This session covers the various types of supplemental needs trusts, including third-party trusts and payback trusts.  It will consider both testamentary and living trusts within this context and advantages or disadvantages of actually funding the trust during life.  Given the statutory implications of these trusts, actual drafting issues will receive special attention.

 Cora A. Alsante, Esq., Hancock Estabrook, LLP, Syracuse.

1.5 MCLE Credits

Materials

Course Outline by M. O'Connor Available after Purchase
Front Pages and Table of Contents Available after Purchase
The Revocable Living Trust Outline Available after Purchase
Trust Planning III Medicaid Trusts course materials Available after Purchase
Biography for Joan Lensky Robert Available after Purchase
Biography for M. O'Connor Available after Purchase
Drafting Supplemental and Special Needs Trusts Outline Available after Purchase
Sample Language and Forms Available after Purchase
Biography for Bonnie McGuire Jones Available after Purchase
Federal Income Tax Rates Available after Purchase
Morales Trust Available after Purchase
Parential Trust in Morales Format Payback But No Court Order Adult Beneficiary Available after Purchase
Petition to Create a Special Needs Trust Available after Purchase
Petition Asking for Expenditures Available after Purchase
Payback SNT Within Infant Compromise Order Available after Purchase
Sole Benefit Trust Available after Purchase
Testamentary Spousal SNT Available after Purchase
Testamentary Third Party Trust Available after Purchase
Third Party Intervivos Trust Agreement Available after Purchase
Cora Alsante Biography Available after Purchase
Entire Coursebook Available after Purchase

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