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
Front Pages and Table of Contents | Available after Purchase |
Drafting Supplemental and Special Needs Trusts Outline | 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 |
Effective Trust Planning - Introduction to Trusts (2013) (Audio Only)
Original Program Date: 10/23/2013 |
Effective Trust Planning & Drafting: Revocable Trusts (2013) (Audio Only)
Original Program Date: 11/08/2013 |
Effective Trust Planning & Drafting: Medicaid Trusts (2013) (Audio Only)
Original Program Date: 11/19/2013 |