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Self-Study

2021 Drafting Special Needs Trusts for Vulnerable Clients


Total Credits: 1.2 Self Study

Practice Area:
Trusts, Estate Planning & Probate
License:
Access for 1 year(s) after purchase.


Description

Original program date 10/19/2021

 

Special Needs Trusts are designed to provide for the long-care of individuals who have physical or intellectual impairments and are unable to provide for themselves, whatever their age.  SNTs are intended to preserve the beneficiary’s eligibility for public benefits – Social Security, Medicare, and Medicaid – while maximizing the private resources of the beneficiary’s family.  Drafting distribution clauses and selecting the right trustee to make financial and health-care related decisions for the beneficiary are the essential steps in the planning process. This program will provide you with a practical guide to the types of SNTs, the situations in which each is most appropriate, preserving public benefit eligibility, distribution provisions, and trustee selection.

  • Planning and drafting issues with Special Needs Trusts
  • Types of SNTs and eligibility standards
  • Relationship of SNTs to public benefits – Social Security, Medicare, Medicaid, SSI
  • Key considerations in drafting distribution clauses
  • Choosing individual and institutional trustees, and the use of “pooled trusts”
  • Administrative issues in SNTs

Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.

Materials

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