eCourse
Special Needs Trusts Basics and Best Practices (2024)
Contains material from Apr 2024
Special Needs Trusts Basics and Best Practices (2024)
4.63 out of 5 stars
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Would have liked a session just on 3rd party SNTs.
Very good
Good basic overview of SNT and public benefits.
Outstanding presentation.
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Session 01: Special Needs Trusts 101: The Basics - An overview of the basics of special needs trusts and public benefits including selection of appropriate trust option, pitfalls to avoid and case examples.
Session 02: The Ethics of SNT Administration - In this session, the presenters review the decisions a trustee makes in administering a trust, the standards a trustee should use in making decisions, and a framework to make sure the trustee’s decisions and actions are ethical.
Session 03: Redlining the Basics with 1st Party SNT - Dissect a basic first-party SNT to highlight best practices with various key provisions, a walk-through relevant POMS provisions, and other practical tips in evaluating the use(s) of a first-party SNT.
Session 04: Maximizing Public Benefits: Overview - Planning for public benefits can be daunting. This presentation walks attendees through the paper, with stops along the way for basics, practice tips, and hidden gems in the paper.
Session 02: The Ethics of SNT Administration - In this session, the presenters review the decisions a trustee makes in administering a trust, the standards a trustee should use in making decisions, and a framework to make sure the trustee’s decisions and actions are ethical.
Session 03: Redlining the Basics with 1st Party SNT - Dissect a basic first-party SNT to highlight best practices with various key provisions, a walk-through relevant POMS provisions, and other practical tips in evaluating the use(s) of a first-party SNT.
Session 04: Maximizing Public Benefits: Overview - Planning for public benefits can be daunting. This presentation walks attendees through the paper, with stops along the way for basics, practice tips, and hidden gems in the paper.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 3.50 | 1.50 ethics
- Credit Info
- TX, CA, PA
- Specialization: Estate Planning and Probate Law | Tax Law
- TX MCLE credit expires: 4/30/2025
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1.
Special Needs Trusts 101: The Basics (Apr 2024)
Molly Dear Abshire
1.00
0.00
0.00
1.00
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Session 1
—63 mins
1.00
Special Needs Trusts 101: The Basics (Apr 2024)
An overview of the basics of special needs trusts and public benefits including selection of appropriate trust option, pitfalls to avoid and case examples.
Originally presented: Feb 2024 Special Needs Trusts
Molly Dear Abshire,
Wright Abshire Attorneys, P.C. - Bellaire, TX
Show session details
2.
The Ethics of SNT Administration (Apr 2024)
Mary Alice Jackson, Rebecca C. Morgan, Bryn A. Poland
1.00
1.00
0.00
1.00 | 1.00 ethics
Preview Materials
Download session materials for offline use
Paper
(pdf)
1 pgs
Session 2
—58 mins
1.00 | 1.00 ethics
The Ethics of SNT Administration (Apr 2024)
In this session, the presenters review the decisions a trustee makes in administering a trust, the standards a trustee should use in making decisions, and a framework to make sure the trustee’s decisions and actions are ethical.
Originally presented: Feb 2024 Special Needs Trusts
Mary Alice Jackson,
Boyer & Boyer P.A. - Sarasota, FL
Rebecca C. Morgan,
Stetson University College of Law - Gulfport, FL
Bryn A. Poland,
Mayo & Poland PLLC - Baytown, TX
Show session details
3.
Redlining the Basics with 1st Party SNT (Apr 2024)
John B. Henry III
0.75
0.25
0.00
0.75 | 0.25 ethics
Preview Materials
Download session materials for offline use
Session 3
—43 mins
0.75 | 0.25 ethics
Redlining the Basics with 1st Party SNT (Apr 2024)
Dissect a basic first-party SNT to highlight best practices with various key provisions, a walk-through relevant POMS provisions, and other practical tips in evaluating the use(s) of a first-party SNT.
Originally presented: Feb 2024 Special Needs Trusts
John B. Henry III,
Law Office of John B. Henry, III, PLLC - Bellaire, TX
Show session details
4.
Maximizing Public Benefits: Overview (Apr 2024)
Christina Lesher
0.75
0.25
0.00
0.75 | 0.25 ethics
Preview Materials
Download session materials for offline use
Session 4
—49 mins
0.75 | 0.25 ethics
Maximizing Public Benefits: Overview (Apr 2024)
Planning for public benefits can be daunting. This presentation walks attendees through the paper, with stops along the way for basics, practice tips, and hidden gems in the paper.
Originally presented: Feb 2024 Special Needs Trusts
Christina Lesher,
The Law Office of Christina Lesher, PC - Houston, TX