Interested in training for your team? Click here to learn more

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

A live 90-minute CLE video webinar with interactive Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Wednesday, July 23, 2025

1:00pm-2:30pm EDT, 10:00am-11:30am PDT

Early Registration Discount Deadline, Friday, July 11, 2025

or call 1-800-926-7926
Add to your calendar

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.

Description

Special needs trusts are an integral part of the practice of elder law. To handle these trusts properly for clients, counsel must know when special needs trusts are appropriate, how to draft first- and third-party special needs trusts to protect public benefits for clients, and how to administer the trusts.

Since becoming law, the Special Needs Trust Fairness Act permits mentally competent individuals with disabilities to establish special needs trusts for their benefit. In the past, only parents, grandparents, legal guardians, or a court could set up trusts on behalf of a disabled person.

Counsel must also understand tax consequences and the impact on a client's public benefits when establishing a special needs trust. Practitioners must be aware of pitfalls to avoid when amending special needs trusts and consider how guardianship and special needs trusts do and don't mesh.

Listen as our panel of elder law practitioners discusses critical points for elder law counsel to understand and weigh when drafting first- and third-party special needs trusts. The presenters will also outline the potential hazards for counsel when amending special needs trusts.

READ MORE

Outline

  1. SNT overview
  2. Public benefits considerations
  3. ABLE Act
  4. Drafting considerations
  5. Pitfalls

Benefits

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?

Faculty

Miller, Richard
Richard I. Miller
Partner
Mandelbaum Barrett

Mr. Miller is designated as a “Certified Elder Law Attorney” by the National Elder Law Foundation, an...  |  Read More

Additional faculty
to be announced.
Attend on July 23

Early Discount (through 07/11/25)

Cannot Attend July 23?

Early Discount (through 07/11/25)

You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. Strafford will process CLE credit for one person on each recording. All formats include course handouts.

To find out which recorded format will provide the best CLE option, select your state:

CLE On-Demand Video