Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Wednesday, April 24, 2019

CLE on Special Needs Trusts: New Rules

CLEThe National Business Institute is holding a webinar entitled, Special Needs Trusts: New Rules, on Tuesday, April 30, 2019, at 12:00 PM - 3:15 PM Central. Provided below is a description of the event.

Program Description

Help Your Clients Weigh ALL Their Disability Savings Options

The recent ABLE Act and proposed federal legislation on improving special needs trusts have changed financial planning for disabled clients, with new options potentially offering clients better outcomes with less complexity. Can you determine how ABLE accounts stack up against SNTs and when to use them? Do you have the latest information on benefits eligibility and how it interplays with financial planning for disability? This timely legal course will give you the skills and knowledge to pick the right tool for your clients and execute it impeccably. Register today!

  • Get an incisive update on the recent and upcoming laws and rules governing disability planning.
  • Plan ahead, know what counts as a qualified expense in ABLE vs. SNT accounts.
  • Get answers to questions regarding Medicaid estate recovery rights and remedies.

Who Should Attend
This timely guide to SNTs is designed for attorneys. It will also benefit accountants, trust officers, financial planners, and paralegals.

Course Content

  • Special Needs Trusts Legislative and Regulatory Update
  • ABLE Act Special Needs Savings Accounts in a Nutshell
  • Special Needs Trusts (SNTs) Construction
  • Preserving Benefits Eligibility and Accounting for Medicaid Estate Recovery Rights


Conferences & CLE, Current Events, Disability Planning - Health Care, Disability Planning - Property Management, Estate Administration, Estate Planning - Generally, Trusts | Permalink


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