University of Texas School of Law

eCourse

Hot Topics in Special Needs Trusts: Pooled Trusts, ABLE Programs, and more

Contains material from Mar 2019

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Session 1: Pooled Trusts: A Creative Solution for Thorny Problems Situations come up where a traditional special needs trust isn’t the best option and Pooled Trusts can provide a beneficial alternative. Not sure if there is a trustee available? Too much for an ABLE account? No viable family members available to serve? Pooled Trusts can serve as a your solution! Learn about the creative solutions The Arc of Texas and other pooled trusts can provide.
 
Session 2: SNT Practitioner and ABLE Programs: Working Together With many ABLE programs now available across the nation, how does an SNT Practitioner know which one(s) to work with and how to gain the best advantages for you and your client? Hear the perspectives of ABLE experts as they answer questions about the considerations and best practices for SNTs and ABLE plans to work together.
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Total Credit Hours:
1.50     Credit Info
Specialization: Estate Planning and Probate Law | Tax Law

TX MCLE credit expires: 3/31/2020

Includes: Video Audio Paper Slides

$75  

Preview Sessions
Credit Hours
1. Pooled Trusts: A Creative Solution for Thorny Problems (Mar 2019)

Haley D. Greer

0.50 0.00 0.00 0.50  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 24 mins
Audio (mp3) 24 mins
Paper (pdf) 12 pgs
Slides (pdf) 10 pgs

SESSION 1 — 24 mins, credit 0.50

Session 1:

Pooled Trusts: A Creative Solution for Thorny Problems (Mar 2019)

Situations come up where a traditional special needs trust isn’t the best option and Pooled Trusts can provide a beneficial alternative. Not sure if there is a trustee available? Too much for an ABLE account? No viable family members available to serve? Pooled Trusts can serve as a your solution! Learn about the creative solutions The Arc of Texas and other pooled trusts can provide.

Originally presented at: Feb 2019 Special Needs Trusts

Haley D. Greer, The Arc of Texas - Austin, TX

2. SNT Practitioner and ABLE Programs: Working Together (Mar 2019)

Tresi Weeks, Stephen W. Dale, Linda Fernandez, Doug Jackson

1.00 0.00 0.00 1.00  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 61 mins
Audio (mp3) 60 mins
Paper (pdf) 7 pgs
Paper (pdf) 16 pgs
Paper (pdf) 14 pgs
Slides (pdf) 32 pgs
Slides (pdf) 28 pgs
Slides (pdf) 20 pgs

SESSION 2 — 61 mins, credit 1.00

Session 2:

SNT Practitioner and ABLE Programs: Working Together (Mar 2019)

With many ABLE programs now available across the nation, how does an SNT Practitioner know which one(s) to work with and how to gain the best advantages for you and your client? Hear the perspectives of ABLE experts as they answer questions about the considerations and best practices for SNTs and ABLE plans to work together.

Originally presented at: Feb 2019 Special Needs Trusts

Tresi Weeks, The Weeks Law Firm, PLLC - Plano, TX
Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Linda Fernandez, Texas Comptroller of Public Accounts - Austin, TX
Doug Jackson, STABLE Accounts - Columbus, OH