Special Needs Trusts for Persons with Disabilities to Protect Government Benefits and the Individual
Administering First- and Third-Party Trusts; Addressing the Interplay Between SNTs, Guardianships, and Conservatorships
Recording of a 90-minute CLE webinar with Q&A
This CLE course will prepare elder law practitioners to identify and deal with the crucial issues and pitfalls that arise when drafting special needs trusts. The panel will outline practical solutions to protect public benefits for clients.
- SNT overview
- Public benefits considerations
- ABLE Act
- Drafting considerations
- Pitfalls to avoid
The panel will review these and other key issues:
- How can counsel best protect public benefits when drafting special needs trusts?
- What are the tax issues to consider in the drafting process?
- What pitfalls may arise when amending special needs trusts?
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
Karen B. Mariscal, Esq.
Mariscal Special Needs Law
Ms. Mariscal practices in the areas of special needs estate planning, guardianship, and disability law. In addition to... | Read More
Ms. Mariscal practices in the areas of special needs estate planning, guardianship, and disability law. In addition to estate planning and guardianship (including supported decision-making), she provides families with information, resources, and practical assistance regarding their children’s adult day programming and housing and residential options and supports.Close