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Special Needs Trusts for Individuals on the Autism Spectrum

Learn about special needs trusts.

A special needs trust (SNT) for children on the spectrum is critical to ensure they qualify for government benefits if necessary and/or so the trustee can manage the assets. This one-of-a-kind webinar is designed for attorneys and families to gain a better understanding of how SNTs work from both points of view. Attorneys will develop the soft skills related to creating SNTs, with a deep dive into their mechanics during the second half of the webinar.

Runtime: 96 minutes
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Why Lorman?

Over 34 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

Questions Attorneys and Families Should Ask Before Creating an SNT

  • Why Have a Special Needs Trust for Children on the Spectrum?
  • Is the State Entitled to Reimbursement From an SNT When the Child Dies?
  • Who Should Be the Trustee of a Special Needs Trust?
  • Can I Revoke or Change the SNT If in the Future It Is Determine That the Dependent Does Not Need Government Benefits or Managing Money?
  • If I Set up a Special Needs Trust for My Child on the Spectrum, Will I Have to Change Beneficiary Designations for Life Insurance and Retirement Account?
  • How Do I Choose an Attorney to Prepare a Special Needs Trust?

The Mechanics of SNTs for Attorneys

  • Know the Difference Between First-Party Special Needs Trusts and Third-Party Special Needs Trusts
  • Should a Third-Party Special Needs Trust Be a Separate Document or Part of a Will or Revocable Trust?
  • Make Sure That Rest of Clients' Estate Plan Is Coordinated With Special Needs Trust
  • Advising the Clients About Trustees
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Why Lorman?

Over 34 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 Course

This course was last revised on February 3, 2021.

Call 1-866-352-9540 for further credit information.

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

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Why Lorman?

Over 34 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

Lisa M. Cukier, Esq.

Lisa M. Cukier, Esq.

Burns & Levinson LLP

  • Partner and Executive Committee member at Burns & Levinson LLP in Boston
  • Practice includes trust litigation, will contests, fiduciary litigation, guardianship and conservatorship litigation, probate litigation, child custody, high conflict parenting disputes, parentage issues, adoption, strategic divorce and divorce impacted by mental health issues and divorce impacted by family trusts and family business, blended family planning and litigation, grandparents visitation matters, and elder financial exploitation
  • Previous assistant general counsel for the Massachusetts Department of Mental Health and Department of Mental Retardation (now DDS) where she prosecuted disabled person abuse cases for the Disabled Persons Protection Commission
  • Past president of the Massachusetts Family and Probate American Inn of Court, and presently a member of various organizations
  • Recognized with the Best Lawyers designation from 2010 – 2019, the SuperLawyers designation from 2005-2019, the Massachusetts Bar Association Community Service Award in 2005, a National Law Journal Trailblazer in 2017, the Women Worth Watching recognition in 2018 and Top Women of Law in 2019
  • Graduate of Northeastern University and Suffolk University Law School
Lauren K. Drury, J.D.

Lauren K. Drury, J.D.

Washington Trust Wealth Management

Lauren K. Drury, J.D. is Vice President & Chief Wealth Management Fiduciary Officer with Washington Trust Wealth Management. She manages large and complex trust relationships, the settlement of complex estates, the management of departmental risk through document review, litigation oversight and assistance in the development of fiduciary policies and procedures to be carried out and followed by trust administration staff. Prior to joining the firm, Ms. Drury worked as an attorney specializing in estate planning and probate law at the law firm of Mignanelli & Associates, Ltd., and as financial advisor with Morgan Stanley Smith Barney. She also served as counsel specializing in commercial lending and finance at the DiOrio Law Office and Sager & Schaffer, LLP. Lauren holds a B.A. degree from Muhlenberg College and a J.D. degree from the Case Western Reserve University School of Law. A licensed attorney in the Rhode Island, Massachusetts, and the United States District Courts, Lauren is a member of the Rhode Island Bar Association. She is a long time member of the Board of Directors of the Rhode Island Council for the Humanities and is a Commissioner for the East Greenwich, Rhode Island Historic District Commission.

Anna Johnson

Anna Johnson

The Wolf School

Anna Johnson, Head of School at The Wolf School, is a devoted, passionate educator with more than 17 years of classroom and leadership experience. She holds a B.A. and MAT from Brown University and speaks locally and nationally on topics related to Complex Learners. The Wolf School, located in East Providence Rhode Island, inspires Complex Learners to discover confidence, compassion, and a love of learning to reach their full academic and social potential. To learn more about Complex Learners and The Wolf School, visit our website at www.thewolfschool.org.

Kimberly I. McCarthy, Esq.

Kimberly I. McCarthy, Esq.

Washington Trust Wealth Management

Kimberly I. McCarthy, Esq. is the head of Client Services with Washington Trust Wealth Management. She sets client service standards, improves client experience, and leads all client-facing operations of the Wealth Management division. She also heads up the tax, ERISA, and employee benefits compliance efforts for the Wealth Management division; assists Washington Trust professionals and clients with tax, nonprofit, ERISA, and employee benefits questions and issues; represents the Trust, Investment Department, and Wealth Management division when dealing with state and federal regulators in tax, nonprofit, or employee benefit matters; and provides assistance and counsel on other special projects. Kim joined Washington Trust after 20 years at Partridge Snow & Hahn, where she had been a partner and created and led the firm’s ERISA and Employee Benefit and Tax practice groups, as well as leading the firm’s Charitable and Exempt Organizations practice group. She has more than 25 years of experience in employee benefits, tax, nonprofit, and regulatory compliance. Kim was a member of the inaugural class of the Providence Business News 40 under 40, and was named Tax Attorney of the Year for 2018 by Best Lawyers. Kim holds a bachelor’s degree from Brown University, magna cum laude; a J.D. degree from Boston College Law School, magna cum laude; and her L.L.M. degree in taxation from Boston University Law School. Kim is involved with many nonprofit and community organizations, including as a director and past Chairman of Children’s Friend & Service, a Trustee for the Cumberland Public Library, and Chairman of the Parish Council for St. John Vianney Parish.

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Product ID: 408384
Published 2021
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