Special Needs Trusts Basics and Best Practices

Session 1: SNT Basics - Take a look at special needs trusts and things to consider when selecting the appropriate option. Gain insight on the intersection of trusts with governmental benefits and delve into the types of special needs trust with case examples.

Session 2: Pooled SNTs: Guidelines for Best Practices - Examine the best practices guidelines developed as part of a recent Life Passages Planning Project. Hear a discussion about the various guidelines, why those were included, and review examples of their application.

Session 3: Maximizing Public Benefits (Basics) - Hear an overview of public benefits and Medicaid programs for clients, including "waiver" programs and how to use them to provide long-term care services for clients. Learn practice tips for new practitioners.

Session 4: Emerging Trends in SNTs - Imagine that you are a parent of a 17-year-old child named Kathy who has been diagnosed with Autism, and expected to live until she is 87 years old. Listen to challenges that Kathy’s trustee would need to address if her parents passed away over the next 70 years including current and future laws and regulations, ABLE Accounts, support systems and government aid. Highlight current challenges in different Social Security Administration Regions across the nation, and how those trends could affect the Texas Special Needs Trust practitioners.

Includes: Video Audio Paper Slides