eCourse
Special Needs Trusts Basics and Best Practices (2021)
Contains material from Apr 2021
Special Needs Trusts Basics and Best Practices (2021)
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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 Trusts: Your Answer to Transfers and Over 65 Strategies - Is the size of a trust no longer economically feasible? Are you worried about a transfer of assets penalty? A pooled trust sub-account be a better fit! Discuss transfers from a D4A to a D4C, the authority, the pitfalls and the successes. Solutions for people over 65 who need a self-settled SNT are limited but a pooled trusts and the “half-a-loaf” strategy may be considered as an appropriate option.
Session 3: Maximizing Public Benefits: Basics and Updates - Medicaid and public benefits basics will be covered as well as the latest updates on Medicaid and public basics changes.
Session 4: ABLE Updates and Basics - This session will provide an overview of Achieving a Better Life Experience (ABLE) accounts and their utility in trust administration and planning. Coordination with Special Needs Trusts (SNTs) and short- and long-term planning with ABLE accounts will be reviewed, including facets of distribution mechanisms and public benefits eligibility. The presenters will provide case studies and recent case law as examples of prudent utilization of ABLE accounts.
Session 2: Pooled Trusts: Your Answer to Transfers and Over 65 Strategies - Is the size of a trust no longer economically feasible? Are you worried about a transfer of assets penalty? A pooled trust sub-account be a better fit! Discuss transfers from a D4A to a D4C, the authority, the pitfalls and the successes. Solutions for people over 65 who need a self-settled SNT are limited but a pooled trusts and the “half-a-loaf” strategy may be considered as an appropriate option.
Session 3: Maximizing Public Benefits: Basics and Updates - Medicaid and public benefits basics will be covered as well as the latest updates on Medicaid and public basics changes.
Session 4: ABLE Updates and Basics - This session will provide an overview of Achieving a Better Life Experience (ABLE) accounts and their utility in trust administration and planning. Coordination with Special Needs Trusts (SNTs) and short- and long-term planning with ABLE accounts will be reviewed, including facets of distribution mechanisms and public benefits eligibility. The presenters will provide case studies and recent case law as examples of prudent utilization of ABLE accounts.
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1.
SNT Basics (Apr 2021)
Molly Abshire
1.00
0.00
0.00
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Session 1
—63 mins
SNT Basics (Apr 2021)
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.
Originally presented: Mar 2021 Special Needs Trusts
Molly Abshire,
Wright Abshire, Attorneys - Bellaire, TX
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2.
Pooled Trusts: Your Answer to Transfers and Over 65 Strategies (Apr 2021)
Haley D. Greer
0.75
0.25
0.00
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Session 2
—45 mins
Pooled Trusts: Your Answer to Transfers and Over 65 Strategies (Apr 2021)
Is the size of a trust no longer economically feasible? Are you worried about a transfer of assets penalty? A pooled trust sub-account be a better fit! Discuss transfers from a D4A to a D4C, the authority, the pitfalls and the successes. Solutions for people over 65 who need a self-settled SNT are limited but a pooled trusts and the “half-a-loaf” strategy may be considered as an appropriate option.
Originally presented: Mar 2021 Special Needs Trusts
Haley D. Greer,
The Arc of Texas - Austin, TX
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3.
Maximizing Public Benefits: Basics and Updates (Apr 2021)
Christina Lesher, Bryn A. Poland
1.00
0.50
0.00
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Session 3
—59 mins
Maximizing Public Benefits: Basics and Updates (Apr 2021)
Medicaid and public benefits basics will be covered as well as the latest updates on Medicaid and public basics changes.
Originally presented: Mar 2021 Special Needs Trusts
Christina Lesher,
The Law Office of Christina Lesher, PC - Houston, TX
Bryn A. Poland,
Mayo & Poland PLLC - Baytown, TX
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4.
ABLE Updates and Basics (Apr 2021)
Stephen W. Dale, Peter J. Wall
0.75
0.25
0.00
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Session 4
—44 mins
ABLE Updates and Basics (Apr 2021)
This session will provide an overview of Achieving a Better Life Experience (ABLE) accounts and their utility in trust administration and planning. Coordination with Special Needs Trusts (SNTs) and short- and long-term planning with ABLE accounts will be reviewed, including facets of distribution mechanisms and public benefits eligibility. The presenters will provide case studies and recent case law as examples of prudent utilization of ABLE accounts.
Originally presented: Mar 2021 Special Needs Trusts
Stephen W. Dale,
The Dale Law Firm, PC - Pacheco, CA
Peter J. Wall,
True Link Financial - Denver, CO