eCourse
Issue Spotting: Case Management and Advocacy
Contains material from Mar 2025
Issue Spotting: Case Management and Advocacy
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In the early days of special needs planning, “supplemental” needs trusts were intended to do just that: provide funds for quality of life enhancements for a person whose primary needs would be met by a wellfunded system of supports. Today, at a time when parents and caregivers are aging and dying, and where Medicaid funded programs are a shell of what they used to be, funds left in trust for a person with a disability will often serve as a primary source of long term support. This presentation highlights the benefits of case management and advocacy services in identifying and addressing the challenges faced
by a trustee managing funds in a discretionary trust for a disabled beneficiary whose formal and informal support networks are changing.
by a trustee managing funds in a discretionary trust for a disabled beneficiary whose formal and informal support networks are changing.
Includes: Video Audio Slides
- Total Credit Hours:
- 0.75 | 0.25 ethics
- Credit Info
- TX, CA
- TX MCLE credit expires: 3/31/2026
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Issue Spotting: Case Management and Advocacy (Mar 2025)
Michael S. Cognetti
0.75
0.25
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0.75 | 0.25 ethics
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Session 1 —49 mins 0.75 | 0.25 ethics
Issue Spotting: Case Management and Advocacy (Mar 2025)
In the early days of special needs planning, “supplemental” needs trusts were intended to do just that: provide funds for quality of life enhancements for a person whose primary needs would be met by a well-funded system of supports. Today, at a time when parents and caregivers are aging and dying, and where Medicaid funded programs are a shell of what they used to be, funds left in trust for a person with a disability will often serve as a primary source of long term support. This presentation highlights the benefits of case management and advocacy services in identifying and addressing the challenges faced by a trustee managing funds in a discretionary trust for a disabled beneficiary whose formal and informal support networks are changing.
Originally presented: Feb 2025 Special Needs Trusts
Michael S. Cognetti,
Wilcenski & Pleat PLLC and Adirondack Case Management & Advocacy LLC - Clifton Park, NY