Loading Events

« All Events

  • This event has passed.

Drafting Special Needs Trusts for Vulnerable Clients

October 19, 2021 @ 12:00 pm - 1:00 pm

Special Needs Trusts are designed to provide for the long-care of individuals who have physical or intellectual impairments and are unable to provide for themselves, whatever their age.  SNTs are intended to preserve the beneficiary’s eligibility for public benefits – Social Security, Medicare, and Medicaid – while maximizing the private resources of the beneficiary’s family.  Drafting distribution clauses and selecting the right trustee to make financial and health-care related decisions for the beneficiary are the essential steps in the planning process. This program will provide you with a practical guide to the types of SNTs, the situations in which each is most appropriate, preserving public benefit eligibility, distribution provisions, and trustee selection.

Handout Materials will be emailed to you prior to the seminar
$60.00
1.0 MCLE Credit Hour

Schedule:

  • Planning and drafting issues with Special Needs Trusts
  • Types of SNTs and eligibility standards
  • Relationship of SNTs to public benefits – Social Security, Medicare, Medicaid, SSI
  • Key considerations in drafting distribution clauses
  • Choosing individual and institutional trustees, and the use of “pooled trusts”
  • Administrative issues in SNTs

Speaker:

Martha C. Brown, Martha C. Brown & Associates, LLC – St. Louis, Missouri