eCourse
Special Needs Trusts Basics
Contains material from Feb 2016
Special Needs Trusts Basics
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Session 1: How to Make a Trust a Special Needs Trust - Learn what is required for a trust to be a “special needs trust,” what clauses are important to include in the trust document, and which standard clauses should be left out.
Session 2: Maximizing Public Benefits - The fundamental rules and professional responsibilities every special needs attorney and trust officer should understand to protect eligibility of a trust beneficiary for SSI and Medicaid; an update on recent SSI developments with a focus on trust policy; and an introduction to other important means‑tested benefits.
Session 2: Maximizing Public Benefits - The fundamental rules and professional responsibilities every special needs attorney and trust officer should understand to protect eligibility of a trust beneficiary for SSI and Medicaid; an update on recent SSI developments with a focus on trust policy; and an introduction to other important means‑tested benefits.
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1.
How to Make a Trust a Special Needs Trust (Feb 2016)
Craig C. Reaves
1.00
0.00
0.00
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Session 1
—65 mins
How to Make a Trust a Special Needs Trust (Feb 2016)
Learn what is required for a trust to be a “special needs trust,” what clauses are important to include in the trust document, and which standard clauses should be left out.
Originally presented: Feb 2016 Special Needs Trusts
Craig C. Reaves,
Reaves Law Firm, P.C. - Kansas City, MO
Show session details
2.
Maximizing Public Benefits (Feb 2016)
H. Clyde Farrell, Christina Lesher
1.00
0.50
0.00
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Download session materials for offline use
Session 2
—60 mins
Maximizing Public Benefits (Feb 2016)
The fundamental rules and professional responsibilities every special needs attorney and trust officer should understand to protect eligibility of a trust beneficiary for SSI and Medicaid; an update on recent SSI developments with a focus on trust policy; and an introduction to other important means‑tested benefits.
Originally presented: Feb 2016 Special Needs Trusts
H. Clyde Farrell,
Farrell & Pak PLLC - Austin, TX
Christina Lesher,
The Law Office of Christina Lesher, PC - Houston, TX