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Special Needs Trusts: Planning and Administration Fundamentals

Understand multiple special needs trusts options and how they can work together for your clients' specific needs.

Whether your client is a single mother with a disabled child or an adult who was recently involved in a catastrophic accident, special needs trusts and ABLE accounts are the linchpins for helping a disabled child or adult provide for their long term needs. It is imperative that anyone impacted by a disability, including defense, plaintiff and estate planning attorneys, recognize the issues facing an individual or family who is in need of special needs planning. This topic is focused on providing individuals and attorneys with the foundation for evaluating a set of facts involving a disabled individual so that a holistic estate, wealth or litigation settlement plan can be implemented properly. The topics and information will range from an in-depth study of special needs trusts to when best to utilize an ABLE account and how these two items can be used together successfully.

Runtime: 88 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

What Is a Special Needs Trust?

  • Government Benefits Overview
  • Means Tested vs. Entitlement Based Benefits
  • The Law Behind Special Needs Trusts

Private vs. Pooled vs. Third-Party Special Needs Trusts

  • First-Party Private Special Needs Trusts
  • Pooled Special Needs Trusts
  • Third-Party Special Needs Trusts

An Update on Special Needs Trusts

  • An Update on Able Accounts: What Are They, Who Can Establish Them and What Are Their Benefits?
  • Issues Affecting Special Needs Trusts

Qualified Settlement Funds

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • AK CLE 1.5
     
  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MO CLE 1.8
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NM CLE 1.5
     
  • NV CLE 1.5
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • UT CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • AK CLE 1.5
     
  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MO CLE 1.8
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NM CLE 1.5
     
  • NV CLE 1.5
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • UT CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Peter H. Wayne, IV

Peter H. Wayne, IV

Advocacy Trust

  • Corporate Counsel to Advocacy Trust and its affiliated companies
  • Practice focuses on assisting clients with personal, estate and business planning needs
  • Recently selected by Louisville’s Business First as a Forty Under 40 member for 2016, and while in private practice, was selected as one of Louisville’s “Top Lawyers” in the area of Elder Law by Louisville magazine in 2014
  • Frequent speaker for local, regional and national organizations and associations
  • Writer of several publications related settlement and special needs planning
  • J.D. degree, Chase College of Law, Northern Kentucky University; B.S. degree in finance, Miami of Ohio
  • Can be contacted at 502-715-2823 or [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
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* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 401337
Published 2017, 2018
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