University of Texas School of Law

eCourse

A Closer Look at the Different Types of Special Needs Trusts

Contains material from Mar 2019

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Session 1: Special Needs Trusts Overview and Third-Party SNTs An overview of Special Needs Trusts, defining the different types of SNTs and explaining how these trusts are used to benefit individuals with disabilities. Special emphasis is given to how Third-Party SNTs are utilized in both lifetime and testamentary estate planning.
 
Session 2: Self-Settled SNTs Balancing the needs and managing the expectations of beneficiaries, courts, trustees, personal injury attorneys, ad litems and beneficiaries’ families, all while meeting the requirements of the Social Security Administration and HHSC can be a monumental task. Gain insight in the complexities of drafting self-settled trusts and navigating the relationships of the parties involved.
 
Session 3: The (c)(2)(B)(iii) Sole Benefit SNT Learn what to look for when using this “cousin” of the (d)(4)(A) trust for sanction-free Medicaid transfer planning.
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Total Credit Hours:
2.00 | 0.75 ethics     Credit Info
Specialization: Estate Planning and Probate Law | Health Law

TX MCLE credit expires: 3/31/2020

Includes: Video Audio Paper Slides

$95  

Preview Sessions
Credit Hours
1. Special Needs Trusts Overview and Third-Party SNTs (Mar 2019)

Randy Drewett

0.75 0.25 0.00 0.75 | 0.25 ethics  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 45 mins
Audio (mp3) 44 mins
Paper (pdf) 53 pgs
Slides (pdf) 28 pgs

SESSION 1 — 45 mins, credit 0.75 | 0.25 ethics

Session 1:

Special Needs Trusts Overview and Third-Party SNTs (Mar 2019)

An overview of Special Needs Trusts, defining the different types of SNTs and explaining how these trusts are used to benefit individuals with disabilities. Special emphasis is given to how Third-Party SNTs are utilized in both lifetime and testamentary estate planning.

Originally presented at: Feb 2019 Special Needs Trusts

Randy Drewett, Attorney at Law - Beaumont, TX

2. Self-Settled SNTs (Mar 2019)

Elisa Dillard Rainey

0.75 0.25 0.00 0.75 | 0.25 ethics  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 44 mins
Audio (mp3) 44 mins
Paper (pdf) 58 pgs
Slides (pdf) 25 pgs

SESSION 2 — 44 mins, credit 0.75 | 0.25 ethics

Session 2:

Self-Settled SNTs (Mar 2019)

Balancing the needs and managing the expectations of beneficiaries, courts, trustees, personal injury attorneys, ad litems and beneficiaries’ families, all while meeting the requirements of the Social Security Administration and HHSC can be a monumental task. Gain insight in the complexities of drafting self-settled trusts and navigating the relationships of the parties involved. 

Originally presented at: Feb 2019 Special Needs Trusts

Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX

3. The (c)(2)(B)(iii) Sole Benefit SNT (Mar 2019)

Marilyn G. Miller

0.50 0.25 0.00 0.50 | 0.25 ethics  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 24 mins
Audio (mp3) 24 mins
Paper (pdf) 18 pgs
Slides (pdf) 5 pgs

SESSION 3 — 24 mins, credit 0.50 | 0.25 ethics

Session 3:

The (c)(2)(B)(iii) Sole Benefit SNT (Mar 2019)

Discuss what to look for when using this “cousin” of the (d)(4)(A) trust for sanction-free Medicaid transfer planning.

Originally presented at: Feb 2019 Special Needs Trusts

Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX