eCourse
Answer Bar: Considering a Special Needs Trust
Contains material from Feb 2017 to Feb 2018
Answer Bar: Considering a Special Needs Trust
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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.
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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1.
Special Needs Trusts: Decision Tree Analysis (Feb 2017)
Craig C. Reaves
1.00
0.00
0.00
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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
Show session details
2.
SNT Basics and Beyond – Top Trends and Pitfalls (Feb 2018)
Craig C. Reaves
1.00
0.00
0.00
Preview Materials
Download session materials for offline use
Session 2
—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
Show session details
3.
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 3
—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
Show session details
4.
Seven Timeless Principles of SNT Planning (Feb 2018)
Renée C. Lovelace
0.75
0.25
0.00
Session 4
—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
Show session details
5.
Making Sense of Structured Settlements (Feb 2018)
Elisa Dillard Rainey, Carola Davis
0.75
0.00
0.00
Preview Materials
Download session materials for offline use
Session 5
—43 mins
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: Feb 2018 Special Needs Trusts
Elisa Dillard Rainey,
Rainey & Rainey, Attorneys at Law LP - Waco, TX
Carola Davis,
Davis Settlement Partners - New Braunfels, TX
Show session details
6.
SSA Regional Trust Leads Presentation Regarding SSI Trusts (Feb 2018)
Pi-Yi Mayo, Amanda Flood, Dana Marquez
1.00
0.00
0.00
Preview Materials
Download session materials for offline use
Paper
(pdf)
5 pgs
Session 6
—60 mins
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: 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
Show session details
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
Preview Materials
Download session materials for offline use
Session 7
—59 mins
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: 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
Show session details
8.
View from CMS (Feb 2018)
Sally Stalcup
0.75
0.00
0.00
Session 8
—41 mins
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: Feb 2018 Special Needs Trusts
Sally Stalcup,
Centers for Medicare & Medicaid Services - Dallas, TX