Description
6.0 TOTAL CREDITS in professional practice.
In many cases, effective representation of a client with a disability involves the drafting and administration of Supplemental (Special) Needs Trusts, or SNTs. These trusts are used in many different contexts, from protecting litigation proceeds to managing inherited funds for those without capacity, to providing a supplemental source of money to help enhance the lives of individuals with disabilities residing in the community.
This program will address a comprehensive cross-section of such issues faced by attorneys practicing in this area, including an overview of how SNTs can be used, practical tips on effectively drafting SNTs, and an examination of the types of SNTs to use in different situations – pooled community trusts, SNTs in Article 81 and 17A Proceedings, or using SNTs for personal injury settlements and inheritances. The program will also discuss how the counselor should be advising the trustee of an SNT and the parameters of the trustee’s role.
Materials
| Supplemental Needs Trusts The Basics - E. Wilcenski and T. Pleat | Available after Purchase | ||
| Supplemental Needs Trusts and Other Strategies to Maintain Eligibility for Income-Based Benefits-After Receipt of a Lump Sum - V. Bogart | Available after Purchase | ||
| Supplemental Needs Trusts Impact on Medicaid and Other Public Benefits - V. Bogart R Mayer M Vaz D DaSilva | Available after Purchase | ||
| Drafting Supplemental and Special Needs Trust - J Robert | Available after Purchase | ||
| Drafting Issues in Estate Planing for Beneficiaries with Special Needs - F Pantaleo | Available after Purchase | ||
| Using a Pooled Income Trust to Eliminate a Medicaid Spend-Down - M Vaz | Available after Purchase | ||
| Using Pooled Income Trust to Elimate a Medicaid Spend-Down Appendix - V Bogart | Available after Purchase | ||
| Using a Pooled Trust - H. Flatt and J Calareso | Available after Purchase | ||
| Pooled Community Trusts (Overview and Tax Issues) - F. Buquicchio and V. Russo | Available after Purchase | ||
| Appendix Material Pooled Trust | Available after Purchase | ||
| Utilizing SCPA Article 17A and MHL Article 81 Guardianships for Disabled Children - S. Meyers | Available after Purchase | ||
| Using Supplemental Needs Trusts (SNTS) for Personal Injury Settlements - A. Frishman | Available after Purchase | ||
| Advising the Trust of an SNT - R. Freedman | Available after Purchase | ||
| Advising the Trustee of a Special Needs Trust (Special Needs Trusts And Taxes) - V Russo | Available after Purchase | ||
| Speaker Biographies | Available after Purchase | ||
| Entire Book | Available after Purchase | ||
| Using Supplemental Needs Trusts - SNTs the Basics (Additional Handout), by Judith D. Grimaldi, Esq. | Available after Purchase | ||
| Letter of Intent (Additional Handout), by Judith D. Grimaldi, Esq. | Available after Purchase | ||
| Advising the Trustee of a Supplemental Needs Trust (Additional Handout)- by Robert M. Freedman | Available after Purchase | ||
| Additional Handout - Drafting Supplemental and Special Needs Trust - Richard A. Weinblatt | Available after Purchase | ||
Alternate Options
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SNTs in Personal Injury Settlements, Inheritances (2015) (Audio Only)
Original Program Date: 05/05/2015 |