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Special Needs Trusts Basics

Contains material from Feb 2017

Special Needs Trusts Basics
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Decision Tree analysis section was very informative.

Informative

Technical Questions?
512.475.6700
service@utcle.org



Session 1: Special Needs Trusts: Decision Tree Analysis - 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.
 
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


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1. Special Needs Trusts: Decision Tree Analysis (Feb 2017)

Craig C. Reaves

1.00 0.00 0.00
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(mp3)
63 mins
(pdf)
36 pgs
(pdf)
30 pgs
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

Show session details

2. Maximizing Public Benefits (Feb 2017)

H. Clyde Farrell, Christina Lesher

1.00 0.50 0.00
Preview Materials

Download session materials for offline use

(mp3)
56 mins
(pdf)
197 pgs
(pdf)
24 pgs
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