Special Needs Trust Funding, Administration, and Termination: Key Trust Provisions, Tax Issues, ILITs, Beneficiaries
Note: CPE credit is not offered on this program
A live 90-minute CLE video webinar with interactive Q&A
This CLE webinar will provide an in-depth analysis of the key challenges of special needs trust (SNT) funding, administration, and termination, as well as pitfalls to avoid. The panel will discuss SNT funding options and the best assets to put in a trust, the use of life insurance and ILITs, tax issues for SNTs, and key trust provisions. The panel will also discuss administrative challenges and procedures for termination and other complex issues.
- Determining the need for SNTs
- Funding options
- Administrative challenges
- SNT modification and termination
The panel will review these and other key issues:
- What are the key considerations in structuring SNTs?
- What are the funding options and pitfalls to avoid?
- What are the administrative issues and best practices to avoid them?
- What are the legal and tax ramifications of modifying or terminating SNTs?
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.Close
to be announced.