eCourse
Special Issues in Special Needs Trusts: IRAs, Powers of Appointment, Home Ownership and more
Contains material from Feb 2020
Special Issues in Special Needs Trusts: IRAs, Powers of Appointment, Home Ownership and more
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Session 1: IRAs and SNTs - Many parents’ IRAs and 401(k)s are a significant part of their estate, and they may want to leave it to their child with disabilities to provide for his or her future care. Explore various issues that arise when incorporating retirement benefits into special needs planning, including taxation and SSI/Medicaid disqualification. Whether the distribution is outright, over a period of years, or to a conduit or accumulation special needs trust, proper planning can maximize the benefit to the child with special needs.
Session 2: Powers of Appointment in Special Needs Planning: Mystical Authority Made Magical! - Learn the role and use of powers of appointment in the context of public benefits, tax, and dispositive wishes so that problems can be solved rather than created.
Session 3: Home Sweet Home? - Hear common considerations and unusual issues surrounding the ownership and maintenance of a house for a trust beneficiary.
Session 2: Powers of Appointment in Special Needs Planning: Mystical Authority Made Magical! - Learn the role and use of powers of appointment in the context of public benefits, tax, and dispositive wishes so that problems can be solved rather than created.
Session 3: Home Sweet Home? - Hear common considerations and unusual issues surrounding the ownership and maintenance of a house for a trust beneficiary.
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1.
IRAs and SNTs (Feb 2020)
Tresi Weeks
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4 pgs
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3 pgs
Session 1
—29 mins
IRAs and SNTs (Feb 2020)
Many parents’ IRAs and 401(k)s are a significant part of their estate, and they may want to leave it to their child with disabilities to provide for his or her future care. Explore various issues that arise when incorporating retirement benefits into special needs planning, including taxation and SSI/Medicaid disqualification. Whether the distribution is outright, over a period of years, or to a conduit or accumulation special needs trust, proper planning can maximize the benefit to the child with special needs.
Originally presented: Feb 2020 Special Needs Trusts
Tresi Weeks,
The Weeks Law Firm, PLLC - Plano, TX
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2.
Powers of Appointment in Special Needs Planning: Mystical Authority Made Magical! (Feb 2020)
G. Mark Shalloway
0.75
0.00
0.00
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Slides
(pdf)
3 pgs
Session 2
—44 mins
Powers of Appointment in Special Needs Planning: Mystical Authority Made Magical! (Feb 2020)
Define the role and use of powers of appointment in the context of public benefits, tax, and dispositive wishes so that problems can be solved rather than created.
Originally presented: Feb 2020 Special Needs Trusts
G. Mark Shalloway,
Shalloway & Shalloway - West Palm Beach, FL
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3.
Home Sweet Home? (Feb 2020)
Elisa Dillard Rainey, Nancy Sosa
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Session 3
—32 mins
Home Sweet Home? (Feb 2020)
Hear common considerations and unusual issues surrounding the ownership and maintenance of a house for a trust beneficiary.
Originally presented: Feb 2020 Special Needs Trusts
Elisa Dillard Rainey,
Rainey & Rainey, Attorneys at Law LP - Waco, TX
Nancy Sosa,
Cadence Bank - Austin, TX