University of Texas School of Law

eCourse

Death, Divorce, and Special Needs Trusts: What to Expect and How to Help Your Clients

Contains material from Mar 2019

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Session 1: Outstanding Debts vs. Medicaid Payback: Does Death Kill the Debt? Learn how a trustee should handle a variety of claims, debts, or expenses of the trust, or of the deceased beneficiary, before Medicaid payback. Can a trustee pay for funeral expenses, outstanding caregiving expenses, legal expenses, reimbursements to family members, etc. before reimbursing state Medicaid agencies, or does Medicaid reimbursement trump all?
 
Session 2: Divorce Actions and SNTs Explore what to expect when counseling clients and/or their children with disabilities when parents’ divorce, and when alimony or child support awards place public benefits in jeopardy. What do the courts think? What are the SSA rules?
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Total Credit Hours:
1.75 | 0.75 ethics     Credit Info
Specialization: Estate Planning and Probate Law | Tax Law

TX MCLE credit expires: 3/31/2020

Includes: Video Audio Paper Slides

$85  

Preview Sessions
Credit Hours
1. Outstanding Debts vs. Medicaid Payback: Does Death Kill the Debt? (Mar 2019)

Scott Stebler, Sarah Sulak

0.75 0.75 0.00 0.75 | 0.75 ethics  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 42 mins
Audio (mp3) 42 mins
Paper (pdf) 25 pgs
Slides (pdf) 16 pgs

SESSION 1 — 42 mins, credit 0.75 | 0.75 ethics

Session 1:

Outstanding Debts vs. Medicaid Payback: Does Death Kill the Debt? (Mar 2019)

Discuss how a trustee should handle a variety of claims, debts, or expenses of the trust, or of the deceased beneficiary, before Medicaid payback. Can a trustee pay for funeral expenses, outstanding caregiving expenses, legal expenses, reimbursements to family members, etc. before reimbursing state Medicaid agencies, or does Medicaid reimbursement trump all?

Originally presented at: Feb 2019 Special Needs Trusts

Scott Stebler, Stebler & Sulak, PLLC - Austin, TX
Sarah Sulak, Stebler & Sulak, PLLC - Austin, TX

2. Divorce Actions and SNTs (Mar 2019)

Mary Alice Jackson, Keith D. Maples

1.00 0.00 0.00 1.00  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 56 mins
Audio (mp3) 56 mins
Paper (pdf) 46 pgs
Paper (pdf) 26 pgs
Slides (pdf) 7 pgs

SESSION 2 — 56 mins, credit 1.00

Session 2:

Divorce Actions and SNTs (Mar 2019)

Explore what to expect when counseling clients and/or their children with disabilities when parents’ divorce, and when alimony or child support awards place public benefits in jeopardy. What do the courts think? What are the SSA rules?

Originally presented at: Feb 2019 Special Needs Trusts

Mary Alice Jackson, Mary Alice Jackson, P.C. - Austin, TX
Keith D. Maples, Noelke Maples St. Leger Bryant, LLP - Austin, TX