Trusts and Estates / Probate

When Personal Injury Settlements Meet Special Needs Planning

STUDIO WEBCAST – Nov 13, 2018

Personal injury settlements may be complicated when your client, and the recipient of those payments, is or could be on public benefits. It is critical to understand the possible loss of SSI and/or Medicaid program benefit eligibility that would stretch the personal injury recovery funds over the beneficiary’s lifetime. Thus, due diligence requires a discussion of the options available to your client through special needs planning. This series walks through the key stages and key players that should be involved when advising a client after a personal injury settlement. more »

Total Credit Hours:

4.50 | 3.00 ethics    Credit Info

Estate Planning Workshop

Austin – Nov 16, 2018 – AT&T Conference Center

Join legendary UT Law Professor Stanley M. Johanson’s as he leads his Estate Planning Workshop, which offers timely topics, lively discussion and practical advice. Examine Recent Developments Affecting Estate Planning and the most current updates and “hot” estate planning topics with Professor Johanson. Review Ten Tools Every Estate Planner Should Know, including a discussion of when and how to use them, what to watch out for, and how to explain them to your client. Explore topics ranging from “tangential relationships” to elder financial abuse, and learn what they can mean for your practice. Come on Wednesday for the 66th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation. more »

Total Credit Hours:

6.50    Credit Info

Specializations:

Estate Planning and Probate Law

Tax Law

Special Needs Trusts

Austin – Feb 7-8, 2019 – DoubleTree by Hilton Hotel Austin

The 15th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language and resources. This year’s program includes: An overview of special needs trusts, including an examination of different types of SNTs—third-party, self-settled, and sole benefit SNTs—and their potential uses and benefits. Case law and legislative updates. A special presentation from the SSA’s Regional Trust Leads with must-have insight on the review process; plus tips on submitting your trust review for approval and avoiding the appeal. Considerations and best practices in working with ABLE programs across the country. Discussion on the increasing importance of preparing Medicaid assessments and appeals, and advice for navigating that process. An examination of trustee obligations and best practices, including an opportunity to ask your questions during an “Ask the Experts” portion of the panel. A variety of other SNT essentials, including trust reformation do’s and don’ts, divorce actions and SNTs, understanding SSI work incentive programs and CLASS, and more. Earn up to 15.00 hours of Texas MCLE credit, with 3.25 hours of ethics. Plus, interact with program faculty, colleagues, and exhibitors at the Thursday Evening Reception. more »