eCourse
Drafting Special Needs Trusts: Blatant Mistakes; Understanding the Meaning in Your Words; plus Drafting for Various Beneficiary Circumstances
Contains material from Feb 2012 to Mar 2013
Drafting Special Needs Trusts: Blatant Mistakes; Understanding the Meaning in Your Words; plus Drafting for Various Beneficiary Circumstances
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Session 1: The "Dirty Dozen" Blatant Mistakes in SNTs - At least twelve actual examples of mistakes made by other attorneys that you won’t want to make when drafting a SNTs for your clients.
Session 2: The Dirty Dozen, Part II: Blatant Drafting Mistakes, Nos. 13-24 - A sequel to the first dozen mistakes presented in 2012, this presentation offers another twelve drafting mistakes in special needs trusts that you don't want to make when drafting your trusts.
Session 3: SNT Language Roadmap: Understanding the Meaning in Your Words - The SNT is more than just the words on the page. This session looks at the words used in the SNT and how the trustee implements those words to give them meaning.
Session 4: Drafting for Various Beneficiary Circumstances - Different disabilities and different circumstances may call for significantly different approaches to drafting SNTs and collateral documents. This presentation provides guidance on a range of disabilities and factors that affect whether certain trust provisions are helpful or harmful, along with a listing of disability-related resources and suggested language.
Session 2: The Dirty Dozen, Part II: Blatant Drafting Mistakes, Nos. 13-24 - A sequel to the first dozen mistakes presented in 2012, this presentation offers another twelve drafting mistakes in special needs trusts that you don't want to make when drafting your trusts.
Session 3: SNT Language Roadmap: Understanding the Meaning in Your Words - The SNT is more than just the words on the page. This session looks at the words used in the SNT and how the trustee implements those words to give them meaning.
Session 4: Drafting for Various Beneficiary Circumstances - Different disabilities and different circumstances may call for significantly different approaches to drafting SNTs and collateral documents. This presentation provides guidance on a range of disabilities and factors that affect whether certain trust provisions are helpful or harmful, along with a listing of disability-related resources and suggested language.
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1.
The "Dirty Dozen" Blatant Mistakes in SNTs (Feb 2012)
Wesley E. Wright
0.50
0.25
0.00
Preview Materials
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Slides
(pdf)
12 pgs
Session 1
—31 mins
The "Dirty Dozen" Blatant Mistakes in SNTs (Feb 2012)
At least twelve actual examples of mistakes made by other attorneys that you won’t want to make when drafting a SNTs for your clients.
Originally presented: Feb 2012 Changes and Trends Affecting Special Needs Trusts
Wesley E. Wright,
Wright Abshire, Attorneys - Bellaire, TX
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2.
The Dirty Dozen, Part II: Blatant Drafting Mistakes, Nos. 13-24 (Mar 2013)
Wesley E. Wright
0.50
0.00
0.00
Preview Materials
Download session materials for offline use
Audio
(mp3)
30 mins
Slides
(pdf)
8 pgs
Session 2
—30 mins
The Dirty Dozen, Part II: Blatant Drafting Mistakes, Nos. 13-24 (Mar 2013)
A sequel to the first dozen mistakes presented in 2012, this presentation offers another twelve drafting mistakes in special needs trusts that you don't want to make when drafting your trusts.
Originally presented: Feb 2013 Special Needs Trusts
Wesley E. Wright,
Wright Abshire, Attorneys - Bellaire, TX
Show session details
3.
SNT Language Roadmap: Understanding the Meaning in Your Words (Mar 2013)
G. Mark Shalloway
0.75
0.00
0.00
Preview Materials
Download session materials for offline use
Audio
(mp3)
44 mins
Session 3
—44 mins
SNT Language Roadmap: Understanding the Meaning in Your Words (Mar 2013)
The SNT is more than just the words on the page. This session looks at the words used in the SNT and how the trustee implements those words to give them meaning.
Originally presented: Feb 2013 Special Needs Trusts
G. Mark Shalloway,
Shalloway & Shalloway - West Palm Beach, FL
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4.
Drafting for Various Beneficiary Circumstances (Mar 2013)
Renée C. Lovelace
0.50
0.00
0.00
Session 4
—31 mins
Drafting for Various Beneficiary Circumstances (Mar 2013)
Different disabilities and different circumstances may call for significantly different approaches to drafting SNTs and collateral documents. This presentation provides guidance on a range of disabilities and factors that affect whether certain trust provisions are helpful or harmful, along with a listing of disability-related resources and suggested language.
Originally presented: Feb 2013 Special Needs Trusts
Renée C. Lovelace,
The Lovelace Law Firm, P.C. - Austin, TX