Leveraging Special Needs Trusts to Obtain Public Benefits
Crafting First Party, Third Party, and Pooled Special Needs Trusts
Recording of a 90-minute CLE webinar with Q&A
This CLE course will provide estate planning attorneys with a practical guide to selecting the appropriate type of special needs trust (SNT) and structuring the SNT to avoid jeopardizing public benefit eligibility. The panel will highlight key issues to consider in the administration of these trusts.
- Types of SNTs and criteria for selection
- Public benefits based on financial need
- First party
- Third party
- Structuring and drafting techniques
- Trust administration
- Funding the trust
- Trustee selection
- Trust disbursement
The panel will review these and other key questions:
- What are the key considerations in determining whether an SNT is appropriate for a client's circumstances?
- What clauses should be utilized in structuring an SNT to protect public benefit eligibility?
- What practices should be considered in trust administration?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Patricia E. Kefalas Dudek
Patricia E. Kefalas Dudek & Associates
Ms. Kefalas Dudek's practice focuses on elder law, Medicaid, estate planning, estates/trust administration,... | Read More
Ms. Kefalas Dudek's practice focuses on elder law, Medicaid, estate planning, estates/trust administration, probate, administrative law and disability advocacy. Her practice includes preparing estate planning documents, including SNTs; representation in Medicaid hearings; and the administration of estates, trusts, guardianships and conservatorships. Ms. Kefalas Dudek writes and lectures on SNTs.Close
Shirley B. Whitenack
Schenck Price Smith & King
As Co-Chair of the firm's Elder and Disability Law Practice Group, Ms. Whitenack devotes a substantial portion... | Read More
As Co-Chair of the firm's Elder and Disability Law Practice Group, Ms. Whitenack devotes a substantial portion of her practice to trust and estate litigation and elder and disability law, particularly surrogate arrangements to protect the elderly and people with disabilities, special needs planning and Medicaid appeals. She is a frequent author and lecturer on estate, elder and disability law issues.Close
Edward Zetlin Law
He devotes his practice to the areas of disability law, guardianship/conservatorship, public benefits, elder law,... | Read More
He devotes his practice to the areas of disability law, guardianship/conservatorship, public benefits, elder law, estate planning and estate administration. He was named a Fellow of the National Academy of Elder Law Attorneys (NAELA) in 2006. He co-chairs the Arlington County Bar Section on Law and Aging. He speaks and has written on a variety of elder law and special needs planning issues.Close