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Special Needs Trusts: Planning and Administration Fundamentals

Understand multiple special needs trust options and how they can work together for your client's specific needs.

This presentation provides insights into the legal aspects of Special Needs Trusts. Attendees will gain an understanding of the relevant laws, government programs that may apply to their clients, and the various trust options available. The session will also cover the intricacies of tailoring trusts to suit individual client requirements, along with exploring available funds or investment opportunities available. Additionally, participants will be equipped with the knowledge and tools necessary to effectively navigate the complexities of Special Needs Trusts and offer personalized solutions to their clients.

59 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 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

Intro to Special Needs Trusts

  • Alphabet Soup of Issues
  • Means-Tested V Entitlement Benefits
  • Sources of SNT Law

First Party Snts

  • Self-Funded, Self Settled
  • Sole Benefit
  • Medicaid Payback

Third Party Snts

  • Third Party Created and Funded
  • May Benefit 3Rd Parties
  • Not Medicaid Payback

Able vs Snt Comparison

  • Able, How Set up, Similar to 529 Educational Account
  • Eligibility, Management, See Chart
  • Medicaid Payback

Pooled Snts

  • Requirements of a Pooled Trust
  • Management of a Pooled Trust
  • Benefits of a Pooled Trust
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Why Lorman?

Over 37 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

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Maine, New Hampshire, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on October 11, 2023.

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

  • NC CLE 0.75
     
  • This program has been approved by the North Carolina State Bar Board of Continuing Legal Education for 0.75 CLE hours.
     
  • ND CLE 1.0
     
  • North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.0 hours of CLE credit.
     
  • RI CLE 1.0
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit.
     
  • VA CLE 1.0
     
  • This program has been approved by the Virginia Mandatory Continuing Legal Education Board for 1.0 CLE credit hours.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

Virginia MCLE requirements do not allow approval for programs that do not include an audio or audiovisual component.

This program was previously offered as a live webinar. Virginia MCLE requirements do not allow approval for attendance at duplicate programs.

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

MP3 Download

  • AK CLE 1.0
     
  • Arizona CLE 1.0
     
  • CA MCLE 1.0
     
  • CT CLE 1.0
     
  • HI CLE 1.0
     
  • MO CLE 1.3
     
  • NJ CLE 1.3
     
  • NM CLE 1.0
     
  • NY CLE 1.0 including Areas of Professional Practice 1
     
  • VT CLE 1.0
     
  • WA CLE 1.0
     
  • WV MCLE 1.3
     
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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Why Lorman?

Over 37 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 E. Grosskopf

Peter E. Grosskopf

Grosskopf & Burch Law Firm

  • Senior partner with Grosskopf & Burch Law Firm in Eau Claire, WI
  • Practice focuses on areas of Wills, Trusts and Estate Planning, Medicaid Planning, Trust Administration, Elder Law, and Special Needs Trusts drafting, administration, and planning
  • Has been a frequent speaker or presenter at numerous conferences and seminars and most recently was a presenter at the Special Needs Alliance conference in Napa, CA in March 2023 and at the Wispact annual update seminal in Madison, WI in April 2023
  • Member of the Wisconsin Elder and Special Needs Law Section (ELS) and the National Academy of Elder Law Attorneys (NAELA) and its Wisconsin Chapter (WINAELA), Board of directors of the ELS and WINAELA, and Special Needs Alliance
  • Previously chair of the ELS board and one term as Chair of the WINALEA board
  • University of Wisconsin Law School
  • Can be contacted at 715-835-6196 or [email protected]
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Why Lorman?

Over 37 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

All of your training, right here at Lorman.

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

  • OnDemand Courses
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  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

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

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Product ID: 409191
Published 2023
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