2023

Essentials for Special Needs Planning (REPLAY)

Core Concepts and Building Blocks that Every Practitioner Needs to Know

STUDIO WEBCAST Jan 24, 2023
Conference Concluded

Overview

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.

Course Faculty:

Haley D. Greer, The ARC Of Texas, Austin, TX
Stephen W. Dale, The Dale Law Firm, PC, Pacheco, CA
Craig C. Reaves, Reaves Law Firm, P.C., Kansas City, MO
Peter J. Wall, True Link Financial, Denver, CO

This short webcast is a replay from last year and is the perfect primer to our 19th Annual Changes and Trends Affecting Special Needs Trusts conference, on February 9-10, 2023 in Austin. Be sure to join us!

Event Schedule

Program is subject to change.
All times are Central Time Zone.

Time

Credit

Subject

Speaker
Tuesday Afternoon, Jan. 24, 2023
12:00 pm

1.00 hr

Public Benefits Overview and Key Concepts

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.

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Haley D. Greer, The Arc Of Texas - Austin, TX
1:00 pm

10-Minute Break
1:10 pm

1.00 hr

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

Understand the main types of special needs trusts and how to determine which approach best meets the needs of your clients.

Haley D. Greer, The Arc Of Texas - Austin, TX
Craig C. Reaves, Reaves Law Firm, P.C. - Kansas City, MO
2:10 pm

10-Minute Break
2:20 pm

1.00 hr

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

Understand the basic elements of SNTs, including an overview on taxation, discretionary distribution provisions and language that is essential for inclusion in SNTs.

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Peter J. Wall, True Link Financial - Denver, CO
3:20 pm

10-Minute Break
3:30 pm

0.75 hr

Setting Up the Trust, Part III: Funding the Trust

Explore common funding sources for special needs trusts and what you need to do to anticipate that funding in drafting the special needs trust.

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Haley D. Greer, The Arc Of Texas - Austin, TX
4:15 pm

10-Minute Break
4:25 pm

0.75 hr

Setting Up the Trust, Part IV: Educating Trustees

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.

Haley D. Greer, The Arc Of Texas - Austin, TX
Peter J. Wall, True Link Financial - Denver, CO
5:05 pm

0.25 hr

Audience Q&A and Course Wrap Up

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
5:20 pm

Course Concludes

Download Schedule

Conference Faculty

Stephen W. Dale

The Dale Law Firm, PC
Pacheco, CA

Haley D. Greer

The Arc Of Texas
Austin, TX

Craig C. Reaves

Reaves Law Firm, P.C.
Kansas City, MO

Peter J. Wall

True Link Financial
Denver, CO

Credit Info

STUDIO WEBCAST

MCLE Credit

Texas – 4.75 hrs

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Completion will be emailed to you upon claiming credit. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 4.75 hrs

To claim California MCLE credit, California credit option must be selected PRIOR to viewing the live webcast. This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. Verification pop-ups will NOT display when the webcast video player is in "full screen" mode. Furthermore, the notification sound effect alerting pop-ups, will NOT play on mobile devices. We recommend viewing from a computer, as opposed to a mobile device, should MCLE credit, other than Texas, be needed. The response record is detailed on the Certificate of Completion.

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

MCLE credit is presented based on a 60-minute credit hour.

Other States – 4.75 hrs

Note on Self-Reporting Your Credits in Another State

If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim and certify your credit online in Your Briefcase, you will then be provided a Certificate of Attendance for your records and to provide to other licensing authorities as needed.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

MCLE credit is presented based on a 60-minute credit hour.

Other Credit

TX Accounting CPE – 6.00 hrs

The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and are presumptively approved by the Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

STUDIO WEBCAST – Jan 24, 2023

Conference Concluded

STUDIO WEBCAST

Individual
Last day for cancellation (full refund): Jan 20, 2023

$0 processing fee applied after this date

Last day for cancellation: Jan 23, 2023