Pooled Trusts in Elder Law and Estate Planning: Requirements, Funding Options, SNTs vs. PSNTs, Beneficiaries
Recording of a 90-minute CLE video webinar with Q&A
This CLE webinar will provide elder law and trusts and estates attorneys a detailed analysis of utilizing pooled trusts in special needs and estate planning. The panel will discuss the mechanics of pooled trusts, determining when to use a pooled trust, first-party and third-party trusts, funding options, and other vital items to consider for special needs and estate planning for low-income, elderly, or disabled clients.
- Determining when to use a pooled trust
- Pooled trusts and Medicaid spend-down
- Pooled trusts in estate planning
- Best practices for elder law attorneys and estate planners
The panel will review these and other key issues:
- What is the difference between a pooled trust and other SNTs?
- Under what circumstances should you consider utilizing a pooled trust?
- What are the requirements and procedures involved in using pooled trusts?
- How can pooled trusts be used for Medicaid spend-down?
- How can pooled trusts be used in estate planning for disabled clients?
- What are the planning pitfalls to avoid when using pooled trusts?
Ms. Kiperman advises clients in the areas of Estate Planning, Probate, Trust and Estate... | Read More
Ms. Kiperman advises clients in the areas of Estate Planning, Probate, Trust and Estate Administration, Contested and Uncontested Guardianship matters, Will Contests, Contested Accountings and Special Needs Planning.Close
Joanne Marcus, MSW
Commonwealth Community Trust
Ms. Marcus has a master’s degree in social work and serves as the President and CEO of Commonwealth Community... | Read More
Ms. Marcus has a master’s degree in social work and serves as the President and CEO of Commonwealth Community Trust (CCT). She brings to CCT over 37 years of experience in nonprofit administration and served as the Executive Director of CCT for 21 years before being named President and CEO. Under the leadership of Ms. Marcus, CCT has grown to serve over 1,900 trust beneficiaries throughout the United States. She is frequently asked to speak to professional groups and community organizations nationwide.Close