eCourse
Special Needs Trusts Basics
Contains material from Feb 2017
Decision Tree analysis section was very informative.
Informative
Technical Questions?
512.475.6700
service@utcle.org
Session 2: Maximizing Public Benefits - Review 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. Hear an update on recent SSI developments with a focus on trust policy; and an introduction to other important means tested benefits, including Medicaid waiver programs.
Includes: Audio Paper Slides
Preview Sessions
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Craig C. Reaves
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Session 1
—63 mins
Special Needs Trusts: Decision Tree Analysis (Feb 2017)
Learn how to utilize a decision tree approach to ask and answer key questions concerning a client's need for a special needs trust, and if one is needed, which type of special needs trust is the best choice.
Originally presented: Feb 2017 Special Needs Trusts
Craig C. Reaves,
Reaves Law Firm, P.C. - Kansas City, MO
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H. Clyde Farrell, Christina Lesher
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Session 2
—56 mins
Maximizing Public Benefits (Feb 2017)
Review 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. Hear an update on recent SSI developments with a focus on trust policy; and an introduction to other important means tested benefits, including Medicaid waiver programs.
Originally presented: Feb 2017 Special Needs Trusts
H. Clyde Farrell,
Farrell & Pak PLLC - Austin, TX
Christina Lesher,
The Law Office of Christina Lesher, PC - Houston, TX