University of Texas School of Law

eCourse

Answer Bar: Considering a Special Needs Trust

Contains material from Feb 2017 to Feb 2018

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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: 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 3: 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 4: Seven Timeless Principles of SNT Planning - 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.

Session 5: Making Sense of Structured Settlements Structured settlements are often used to fund court-created SNTs in the personal injury context. Drafting attorneys and trustees need an understanding of the fundamental concepts of a structured settlement annuity and the effects one will have on the funding and administration of a trust.

Session 6: SSA Regional Trust Leads Presentation Regarding SSI Trusts - A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including key players and their roles. Plus, hear SNT drafting errors "Top 10 List" and the latest policy and procedures regarding SNT reviews, including a Q&A session.

Session 7: Working with SSA Part II: Updates to the SSA POMS regarding trusts, Practice Tips, Reporting and More - Hear an overview of the new trust POMS, strategies for presenting trusts for review, and for responding to adverse agency decisions regarding trusts.

Session 8: View from CMS A discussion with a representative of the Centers for Medicare & Medicaid Services of current issues related to the Medicare Secondary Payer provisions. What's new, what's not.
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Total Credit Hours:
7.25 | 0.75 ethics     Credit Info

Course expired: 3/31/2019

Includes: Audio Paper Slides

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

Craig C. Reaves

1.00 0.00 0.00 1.00  

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Audio (mp3) 63 mins
Paper (pdf) 36 pgs
Slides (pdf) 30 pgs

Preview limited to first 5 slides
of 59
SESSION 1 — 63 mins, credit 1.00

Session 1:

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 at: Feb 2017 Special Needs Trusts

Craig C. Reaves, Reaves Law Firm, P.C. - Kansas City, MO

2. SNT Basics and Beyond – Top Trends and Pitfalls (Feb 2018)

Craig C. Reaves

1.00 0.00 0.00 1.00  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 60 mins
Paper (pdf) 42 pgs
Slides (pdf) 28 pgs

SESSION 2 — 60 mins, credit 1.00

Session 2:

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 at: Feb 2018 Special Needs Trusts

Craig C. Reaves, Reaves Law Firm, P.C. - Kansas City, MO

3. Maximizing Public Benefits (Feb 2018)

H. Clyde Farrell, Christina Lesher

1.00 0.50 0.00 1.00 | 0.50 ethics  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 57 mins
Paper (pdf) 204 pgs
Slides (pdf) 21 pgs

SESSION 3 — 57 mins, credit 1.00 | 0.50 ethics

Session 3:

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 at: 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

4. Seven Timeless Principles of SNT Planning (Feb 2018)

Renée C. Lovelace

0.75 0.25 0.00 0.75 | 0.25 ethics  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 45 mins
Paper (pdf) 20 pgs

SESSION 4 — 45 mins, credit 0.75 | 0.25 ethics

Session 4:

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 at: Feb 2018 Special Needs Trusts

Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX

5. Making Sense of Structured Settlements (Feb 2018)

Elisa Dillard Rainey, Carola Davis

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 43 mins
Paper (pdf) 12 pgs
Slides (pdf) 19 pgs

SESSION 5 — 43 mins, credit 0.75

Session 5:

Making Sense of Structured Settlements (Feb 2018)

Structured settlements are often used to fund court-created SNTs in the personal injury context. Drafting attorneys and trustees need an understanding of the fundamental concepts of a structured settlement annuity and the effects one will have on the funding and administration of a trust.  

Originally presented at: Feb 2018 Special Needs Trusts

Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
Carola Davis, Davis Settlement Partners - New Braunfels, TX

6. SSA Regional Trust Leads Presentation Regarding SSI Trusts (Feb 2018)

Pi-Yi Mayo, Amanda Flood, Dana Marquez

1.00 0.00 0.00 1.00  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 60 mins
Paper (pdf) 5 pgs
Slides (pdf) 13 pgs

SESSION 6 — 60 mins, credit 1.00

Session 6:

SSA Regional Trust Leads Presentation Regarding SSI Trusts (Feb 2018)

A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including key players and their roles. Plus, hear SNT drafting errors "Top 10 List" and the latest policy and procedures regarding SNT reviews, including a Q&A session.

Originally presented at: Feb 2018 Special Needs Trusts

Pi-Yi Mayo, Law Office of Pi-Yi Mayo - Baytown, TX
Amanda Flood, U.S. Social Security Administration - Dallas, TX
Dana Marquez, U.S. Social Security Administration - Dallas, TX

7. Working with SSA Part II: Updates to the SSA POMS regarding trusts, Practice Tips, Reporting and More (Feb 2018)

Mary E. O'Byrne, Kenneth Brown

1.00 0.00 0.00 1.00  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 59 mins
Paper (pdf) 28 pgs
Paper (pdf) 128 pgs
Slides (pdf) 12 pgs
Slides (pdf) 6 pgs

SESSION 7 — 59 mins, credit 1.00

Session 7:

Working with SSA Part II: Updates to the SSA POMS regarding trusts, Practice Tips, Reporting and More (Feb 2018)

Hear an overview of the new trust POMS, strategies for presenting trusts for review, and for responding to adverse agency decisions regarding trusts.

Originally presented at: Feb 2018 Special Needs Trusts

Mary E. O'Byrne, O'Byrne Law, LLC - Lutherville, MD
Kenneth Brown, Former Policy Team Lead, SSA (retired), Attorney at Law - Baltimore, MD

8. View from CMS (Feb 2018)

Sally Stalcup

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 41 mins

SESSION 8 — 41 mins, credit 0.75

Session 8:

View from CMS (Feb 2018)

A discussion with a representative of the Centers for Medicare & Medicaid Services of current issues related to the Medicare Secondary Payer provisions. What's new, what's not.

Originally presented at: Feb 2018 Special Needs Trusts

Sally Stalcup, Centers for Medicare & Medicaid Services - Dallas, TX