eCourse
A Closer Look at the Different Types of Special Needs Trusts
Contains material from Mar 2019
A Closer Look at the Different Types of Special Needs Trusts
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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.
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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1.
Special Needs Trusts Overview and Third-Party SNTs (Mar 2019)
Randy Drewett
0.75
0.25
0.00
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Session 1
—45 mins
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: Feb 2019 Special Needs Trusts
Randy Drewett,
Attorney at Law - Beaumont, TX
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2.
Self-Settled SNTs (Mar 2019)
Elisa Dillard Rainey
0.75
0.25
0.00
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Session 2
—44 mins
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: Feb 2019 Special Needs Trusts
Elisa Dillard Rainey,
Rainey & Rainey, Attorneys at Law LP - Waco, TX
Show session details
3.
The (c)(2)(B)(iii) Sole Benefit SNT (Mar 2019)
Marilyn G. Miller
0.50
0.25
0.00
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Slides
(pdf)
5 pgs
Session 3
—24 mins
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: Feb 2019 Special Needs Trusts
Marilyn G. Miller,
Marilyn G. Miller, Attorney at Law - Dripping Springs, TX