eConference
2022 Essentials for Special Needs Planning eConference
Contains material from Mar 2022 to Apr 2022
2022 Essentials for Special Needs Planning eConference
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This half-day course is a MUST for practitioners entering the realm of special needs planning, or who want a refresher on the core concepts and building blocks of special needs trusts. Starting with a comprehensive overview of public benefits programs both at the federal and state level, the course then walks through the key decisions and stages for setting up a special needs trust. It provides detailed resource materials and takeaways for special needs planners.
Includes: Video Audio Paper Slides
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1.
Public Benefits Overview and Key Concepts (Mar 2022)
Stephen W. Dale, Haley D. Greer
1.00
0.00
0.00
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Session 1
—58 mins
Public Benefits Overview and Key Concepts (Mar 2022)
Hear an overview of the different public benefits programs that may impact a special needs client, and explore Texas-specific waivers as well as federal and state regulations.
Originally presented: Feb 2022 Essentials for Special Needs Planning
Stephen W. Dale,
The Dale Law Firm, PC - Pacheco, CA
Haley D. Greer,
The ARC Of Texas - Austin, TX
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2.
Setting Up the Trust, Part I: First and Third Party Trusts vs. Pooled Special Needs Trusts (Mar 2022)
Haley D. Greer, Craig C. Reaves
1.00
0.00
0.00
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Session 2
—59 mins
Setting Up the Trust, Part I: First and Third Party Trusts vs. Pooled Special Needs Trusts (Mar 2022)
Understand the main types of special needs trusts and how to determine which approach best meets the needs of your clients.
Originally presented: Feb 2022 Essentials for Special Needs Planning
Haley D. Greer,
The ARC Of Texas - Austin, TX
Craig C. Reaves,
Reaves Law Firm, P.C. - Kansas City, MO
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3.
Setting Up the Trust, Part II: Understanding the Basic Elements and Mechanics of SNT Provisions (Mar 2022)
Stephen W. Dale, Peter J. Wall
1.00
0.00
0.00
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Session 3
—60 mins
Setting Up the Trust, Part II: Understanding the Basic Elements and Mechanics of SNT Provisions (Mar 2022)
Understand the basic elements of SNTs, including an overview on taxation, discretionary distribution provisions and language that is essential for inclusion in SNTs.
Originally presented: Feb 2022 Essentials for Special Needs Planning
Stephen W. Dale,
The Dale Law Firm, PC - Pacheco, CA
Peter J. Wall,
True Link Financial - Denver, CO
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4.
Setting Up the Trust, Part III: Funding the Trust (Mar 2022)
Stephen W. Dale, Haley D. Greer
0.75
0.00
0.00
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Session 4
—46 mins
Setting Up the Trust, Part III: Funding the Trust (Mar 2022)
Explore common funding sources for special needs trusts and what you need to do to anticipate that funding in drafting the special needs trust.
Originally presented: Feb 2022 Essentials for Special Needs Planning
Stephen W. Dale,
The Dale Law Firm, PC - Pacheco, CA
Haley D. Greer,
The ARC Of Texas - Austin, TX
Show session details
5.
Setting Up the Trust, Part IV: Educating Trustees (Mar 2022)
Haley D. Greer, Peter J. Wall
0.75
0.00
0.00
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Session 5
—42 mins
Setting Up the Trust, Part IV: Educating Trustees (Mar 2022)
Gain practical tips for educating trustees and family members who will administer the trust, including delegation of duties, spending plans, the basics of public benefits programs, and how to avoid problems for the beneficiary and the trustee.
Originally presented: Feb 2022 Essentials for Special Needs Planning
Haley D. Greer,
The ARC Of Texas - Austin, TX
Peter J. Wall,
True Link Financial - Denver, CO
Show session details
6.
Audience Q&A and Course Wrap Up (Apr 2022)
Stephen W. Dale, Haley D. Greer, Peter J. Wall
0.25
0.00
0.00
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Session 6
—16 mins
Audience Q&A and Course Wrap Up (Apr 2022)
Originally presented: Feb 2022 Essentials for Special Needs Planning
Stephen W. Dale,
The Dale Law Firm, PC - Pacheco, CA
Haley D. Greer,
The ARC Of Texas - Austin, TX
Peter J. Wall,
True Link Financial - Denver, CO