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Rules of Trust Administration in Kansas

Avoid missteps in trust administration - discover techniques to help you along the way. Your professional advice and trust knowledge is essential to your clients - make sure you're giving them your best. Purchase these reference materials and learn to juggle trust complexities while remaining focused on what really matters: your clients' needs. Discover ways to recognize the different levels of trust intricacy depending on the type and value of the assets involved. You will learn valuable techniques to improve trust function for everyone involved, as well as tips on managing important legal, tax and family issues. Order today and reinforce your position as a top source for trust service. Benefits for You •Avoid harmful mistakes in trust administration •Become an expert on special needs trusts •Navigate the relationship between Medicaid and trusts •Understand your fiduciary duties as a trustee
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Why Lorman?

Over 32 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

Advising the Trustee on Investment Management Duties
— Michael R. Ong
  • The Prudent Investor Act and Modern Portfolio Theory
  • Duties on Taking Charge of a Portfolio
  • Diversification Applying Modern Portfolio Theory
  • Delegating the Investment Function
  • Documenting the Process With Investment Policy Statements
The Trustee
— Richard W. Byrum
  • Fiduciary Duties
  • Kansas Uniform Trust Code
  • Importance of the Instrument
  • Screening Trusts for Acceptance of Fiduciary Responsibility
  • Delegation of Duties
Trust Provisions
— Richard W. Byrum
  • Distribution Provisions and the Trustee's Powers
  • Succession of Trustees and Applicable Law
  • Crummey Powers and Spendthrift Provisions
Administering Special Needs Trusts
— Barb Helm, LBSW
  • Types of Special Needs Trusts
  • Choosing a Fiduciary
  • Trust Protectors and Advisors for Special Needs Trusts
  • Funding Special Needs Trusts
  • The Do's and Don'ts of Distributions – Impact on SSI and Medicaid
  • Reporting Requirements
  • The ARCare Trust Program
Kansas Medicaid
— Brian M. Vazquez
  • Nature of Medicaid
  • Benefits/Tests
  • Current Structure in Kansas After Executive Reorganization
  • Statutory Basis for Recoveries
    • Estate Recovery
    • Medical Subrogation
  • Recovery From Special Needs/Disability Payback Trusts
  • Discretionary Trusts and Kansas Medicaid
  • Future of Kansas Medicaid – KanCare
Ethical Considerations
— Brian M. Vazquez
  • Ethics in Probate
  • Estate Planning
  • Case Review
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Why Lorman?

Over 32 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

Online Manual

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

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Why Lorman?

Over 32 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

Barb Helm, LBSW

Barb Helm, LBSW – Moderator

ARCare, Inc.

  • Executive director of ARCare, Inc. for the last 23 years
  • ARCare is a nonprofit corporation offering future planning services and financial services to individuals with disabilities and their families
  • Instrumental in the development of the ARCare Pooled Trust Program and has been administering the trust since its inception in 1996
  • Frequent speaker at community and continuing legal education events speaking on the topics of special needs estate planning and the ARCare Trust Program
  • Can be contacted at 913-951-3704 or [email protected]
No photo available

Richard W. Byrum

Richard W. Byrum Attorney at Law

  • Shareholder of Richard W. Byrum, PC
  • Practice areas include estates and trusts, probate, real estate, finance, construction, business transactions, commercial litigation and mediation
  • Practiced for over 39 years in the Kansas City metropolitan area
  • Frequent lecturer on practice subjects for continuing legal education seminars
  • Past adjunct staff member, Johnson County Community College, teaching Kansas pre-license real estate course
  • Past adjunct professor of law, teaching real estate finance at UMKC School of Law
  • J.D. degree, University of Missouri at Kansas City; B.A. degree, University of Kansas
  • Can be contacted at 816-977-2820 or [email protected]
Michael R. Ong

Michael R. Ong

Ong Law Firm, P.A.

  • Practice focuses exclusively in estate planning, guardianship and conservatorship law, probate and trust administration; and probate and trust litigation, including appellate litigation in Kansas and Missouri
  • Argued probate and trust cases at all levels of the court system, including Kansas Supreme Court cases involving the law of constructive trusts, the probate claims statute and the Kansas spousal elective share statute and trustee investment standards
  • Wrote the Probate and Trust Litigation Chapter of the Kansas Estate and Trust Administration Handbook published by the Kansas Bar Association
  • Trained mediator, specializing in probate, trust and elder law issues
  • LL.M. degree, University of Miami School of Law; J.D. degree, University of Kansas School of Law; B.A. degrees in economics and history, University of Dallas
  • Can be contacted at 913-451-4990, [email protected] or www.onglawfirm.com
No photo available

Brian M. Vazquez

Kansas Health Policy Authority

  • Deputy general counsel for the Kansas Health Policy Authority with duties covering Medicaid litigation and recoveries, including estate recovery
  • Estate recovery covers the evaluation and recovery of assets from deceased Medicaid recipients
  • More than 30 years of legal practice, including stints as a USAF JAG officer, assistant city attorney for the City of Topeka and in private practice
  • Made numerous presentations in the area of estate recovery, ethics and Medicaid
  • Wrote legislation, including, major sections of SB 272, which authorized Medicaid liens and expanded probate actions for Medicaid recipients
  • Co-wrote Kansas Estate Recovery Primer and wrote Kansas Dead Body Law
  • J.D. degree, Washburn University; B.A. and M.S. degrees, Kansas State University
  • Can be contacted at 785-296-0696 or [email protected]
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Why Lorman?

Over 32 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.

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Product ID: 379973
Published 2013
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