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
Estate Planning and Probate Law | Health Law
TX MCLE credit expires: