Special Needs Trust Distribution Planning: Income Rules, Medicaid Eligibility, Structuring Options, Tax Issues
Note: CPE credit is not offered on this program
Recording of a 90-minute CLE video webinar with Q&A
This CLE webinar will provide special needs planning attorneys and trustees guidance on special needs trust (SNT) distribution and income rules and planning considerations when structuring and administering SNTs. The panel will discuss the impact of SNT distributions on Supplemental Security Income (SSI) and Medicaid, key trust provisions, permissible distributions, tax issues, trust accounting, eligibility rules for means-test programs, and other key items that must be considered in SNT distributions and planning.
Outline
- SNT income rules and legal considerations
- Structuring options and key trust provisions
- Eligibility rules for means-test programs
- Permissible distributions
- Impact on SSI and Medicaid benefits
- Tax issues and trust accounting
Benefits
The panel will discuss these and other key issues:
- Applicable rules to consider when structuring SNTs
- Permissible distributions and protecting SSI and Medicaid benefits
- Navigating eligibility rules for means-test programs
- Managing tax issues and trust accounting challenges
- Best practices and distribution planning for counsel
Faculty
Benjamin A. (Benji) Rubin, JD, LLM (Tax)
Partner
Rubin Law
Mr. Rubin focuses his practice on providing legal advice for families of individuals with special needs, including... | Read More
Mr. Rubin focuses his practice on providing legal advice for families of individuals with special needs, including intellectual disabilities, developmental disabilities, physical disabilities, and/or mental illness. He counsels clients concerning estate and tax planning, insurance funding of special needs trusts and probate avoidance.
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Shana Siegel
Member
Norris McLaughlin
Ms. Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with... | Read More
Ms. Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), she has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.
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