eCourse
The Basics of Special Needs Trusts
Contains material from Feb 2018
The Basics of Special Needs Trusts
4.23 out of 5 stars
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Good course. However, somewhat difficult to follow online. Farrell's information is second to none, but it is sometimes hard to follow him and his power point. I hate to offer that criticism because his information is so helpful and he's a great guy.
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Session 1: SNT Basics and Beyond – Top Trends and Pitfalls - Special needs trusts have been part of our lives for many years and have been adapting to law changes and agency interpretations since the beginning. Review this evolution up to the current status of what works, and what doesn’t, when designing and drafting these trusts.
Session 2: Maximizing Public Benefits - Clients and trust beneficiaries come to us to solve their current care needs and plan for the future. Often where a client or trust beneficiary lives determines what public benefits programs are available now and could be available later. Hear an overview of the continuum of care settings and what public benefit programs can help pay for care in each setting, as well as an update of recent changes to public benefits.
Session 3: Seven Timeless Principles of SNT Planning - While laws, regulations, and rules impacting public benefits and trusts change frequently, certain planning principles do not change. Listen to a discussion about the steps in the SNT design process to address individual circumstances, including basic program types, budgets, grantor and beneficiary expectations, and distribution planning.
Session 2: Maximizing Public Benefits - Clients and trust beneficiaries come to us to solve their current care needs and plan for the future. Often where a client or trust beneficiary lives determines what public benefits programs are available now and could be available later. Hear an overview of the continuum of care settings and what public benefit programs can help pay for care in each setting, as well as an update of recent changes to public benefits.
Session 3: Seven Timeless Principles of SNT Planning - While laws, regulations, and rules impacting public benefits and trusts change frequently, certain planning principles do not change. Listen to a discussion about the steps in the SNT design process to address individual circumstances, including basic program types, budgets, grantor and beneficiary expectations, and distribution planning.
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1.
SNT Basics and Beyond – Top Trends and Pitfalls (Feb 2018)
Craig C. Reaves
1.00
0.00
0.00
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Session 1
—60 mins
SNT Basics and Beyond – Top Trends and Pitfalls (Feb 2018)
Special needs trusts have been part of our lives for many years and have been adapting to law changes and agency interpretations since the beginning. Review this evolution up to the current status of what works, and what doesn’t, when designing and drafting these trusts.
Originally presented: Feb 2018 Special Needs Trusts
Craig C. Reaves,
Reaves Law Firm, P.C. - Kansas City, MO
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2.
Maximizing Public Benefits (Feb 2018)
H. Clyde Farrell, Christina Lesher
1.00
0.50
0.00
Preview Materials
Download session materials for offline use
Session 2
—57 mins
Maximizing Public Benefits (Feb 2018)
Clients and trust beneficiaries come to us to solve their current care needs and plan for the future. Often where a client or trust beneficiary lives determines what public benefits programs are available now and could be available later. Hear an overview of the continuum of care settings and what public benefit programs can help pay for care in each setting, as well as an update of recent changes to public benefits.
Originally presented: Feb 2018 Special Needs Trusts
H. Clyde Farrell,
Farrell, Burdett & Johnson PLLC - Austin, TX
Christina Lesher,
The Law Office of Christina Lesher, PC - Houston, TX
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3.
Seven Timeless Principles of SNT Planning (Feb 2018)
Renée C. Lovelace
0.75
0.25
0.00
Session 3
—45 mins
Seven Timeless Principles of SNT Planning (Feb 2018)
While laws, regulations, and rules impacting public benefits and trusts change frequently, certain planning principles do not change. Discuss steps in the SNT design process to address individual circumstances, including basic program types, budgets, grantor and beneficiary expectations, and distribution planning.
Originally presented: Feb 2018 Special Needs Trusts
Renée C. Lovelace,
The Lovelace Law Firm, P.C. - Austin, TX