eCourse
Death, Divorce, and Special Needs Trusts: What to Expect and How to Help Your Clients
Contains material from Mar 2019
Death, Divorce, and Special Needs Trusts: What to Expect and How to Help Your Clients
4 out of 5 stars
What was the overall quality of the course (presentation, materials, and technical delivery)?
Rate the overall teaching effectiveness and presentation skills of faculty for the course.
How would you rate the value of the materials provided as part of the course?
Technical Questions?
512.475.6700
service@utcle.org
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?
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?
Includes: Video Audio Paper Slides
Preview mode.
You must be signed in, have purchased this eCourse,
and the eCourse must be active
to have full access.
Preview Sessions
Show session details
1.
Outstanding Debts vs. Medicaid Payback: Does Death Kill the Debt? (Mar 2019)
Scott Stebler, Sarah Sulak
0.75
0.75
0.00
Preview Materials
Download session materials for offline use
Session 1
—42 mins
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: Feb 2019 Special Needs Trusts
Scott Stebler,
Stebler & Sulak, PLLC - Austin, TX
Sarah Sulak,
Stebler & Sulak, PLLC - Austin, TX
Show session details
2.
Divorce Actions and SNTs (Mar 2019)
Mary Alice Jackson, Keith D. Maples
1.00
0.00
0.00
Preview Materials
Download session materials for offline use
Slides
(pdf)
7 pgs
Session 2
—56 mins
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: 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