Trusts and Estates / Probate
Practice Area

Explore our live Conferences, Studio Webcasts, eConferences, eCourses, Materials, and elibrary by your practice area.

Live Conferences

View All Live Conferences
Special Needs Trusts

Austin – DoubleTree by Hilton Hotel Austin – Feb 9-10, 2023

Live Webcast – Feb 9-10, 2023

The 19th 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: Thomas Foley, Executive Director of the National Disability Institute, will present Changing Expectations that reviews the cutting-edge programs that have helped people on SSI and SSDI earn more. An overview of special needs trusts essentials, including Special Needs Trusts 101, and Redlining the Basics of a SNT. What Happens When the Public Health Emergency Ends?, explores what to expect when the COVID-19 health emergency ends. Gain insight into resources in the legal, business development and practice management areas that may be helpful for building and growing a special needs planning practice Explore strategies for using a SNT to preserve means tested benefits for a minor child receiving child support. 3.00 hours of ethics credit, including Hazards of the Special Needs Trust Fairness Act – Assessing Beneficiary Capacity to Establish a SNT; Who Pays the Attorney’s Fees in Trust Litigation?. Network with program faculty, colleagues, and exhibitors at the Thursday Evening Reception. Following the conference, attendees will receive supplemental on-demand programming to ensure they are able to satisfy their full 15.00/3.00 Texas MCLE requirement.

  • Total Credit Hours:
  • 13.75 | 3.00 ethics
  • Credit Info
  • Specializations:
    Estate Planning and Probate Law, Tax Law
Register

Studio Webcasts

View All Studio Webcasts

Results for All Upcoming Studio Webcasts Trusts and Estates / Probate

Viewing 1 of 1 records

Working Together: Texas ABLE Accounts and Special Needs Trusts

STUDIO WEBCAST – Feb 16, 2023

1:00 p.m. to 2:00 p.m. (1.00 hr) Working Together: Texas ABLE Accounts and Special Needs Trusts Learn about the tax-advantaged Texas Achieving a Better Life Experience Program (Texas ABLE®), a disability savings program created specifically for Texans with qualifying disabilities. This session covers specifics about Texas ABLE and how it can be used in conjunction with Special Needs Trusts, while helping to preserve state and federal means-tested benefits, including SSI and Medicaid. Learn how recent regulatory and legislative developments have continued to expand the flexibility and impact of ABLE accounts. Linda Fernandez, Texas Comptroller of Public Accounts - Austin, TX Rob Percival, Orion Advisor Solutions - Omaha, NE Anna Mallett, Texas Comptroller of Public Accounts – Austin, TX   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast.  Earn CLE credit (in TX and CA) on your time!

Register

Other Products

eConferences

Includes audio, papers and slides

Missed a live conference? Experience the full conference online and earn CLE credits—on your time.

eCourses

Includes audio, papers and slides

On-demand learning. Stream or download the best presentations from our live conferences—for MCLE credit.

Materials

Available for download and shipping

Comprehensive audio and binders from live conferences—not for credit, but for research and self-study.

eLibrary

Visit eLibrary

Public Benefits Overview and Key Concepts

Stephen W. Dale, Haley D. Greer
Presented at the 2023 Essentials for Special Needs Planning (REPLAY)

Add to Cart

Setting Up the Trust, Part I: First and Third Party Trusts vs. Pooled Special Needs Trusts

Haley D. Greer, Craig C. Reaves
Presented at the 2023 Essentials for Special Needs Planning (REPLAY)

Add to Cart

Setting Up the Trust, Part II: Understanding the Basic Elements and Mechanics of SNT Provisions

Stephen W. Dale, Peter J. Wall
Presented at the 2023 Essentials for Special Needs Planning (REPLAY)

Add to Cart

Setting Up the Trust, Part III: Funding the Trust

Stephen W. Dale, Haley D. Greer
Presented at the 2023 Essentials for Special Needs Planning (REPLAY)

Add to Cart

Setting Up the Trust, Part IV: Educating Trustees

Haley D. Greer, Peter J. Wall
Presented at the 2023 Essentials for Special Needs Planning (REPLAY)

Add to Cart

Recent Developments Affecting Estate Planning

Turney P. Berry
Presented at the 2022 Stanley M. Johanson Estate Planning Workshop

Add to Cart

Evaluating Estate Planning Techniques in a Rising Interest Rate Environment

Kelly Perez
Presented at the 2022 Stanley M. Johanson Estate Planning Workshop

Add to Cart

Beneficiary-Grantor Trusts: Effective Planning with Defective Trusts

Levi M. Dillon
Presented at the 2022 Stanley M. Johanson Estate Planning Workshop

Add to Cart

23 & Me: The Downside of Sharing Your DNA

Gregory W. Sampson
Presented at the 2022 Stanley M. Johanson Estate Planning Workshop

Add to Cart

An IRS Scouting Report: Areas of Audit Focus in the Estate Planning Arena

Michael Barker
Presented at the 2022 Stanley M. Johanson Estate Planning Workshop

Add to Cart