Structuring Special Needs Trusts for the Elderly and Disabled to Protect Public Benefits
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 webinar will prepare elder law practitioners to identify and deal with the key 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
- Tax issues
- Relationship between guardianships and SNT
- Drafting considerations
- Pitfalls to avoid
The panel will review these and other key questions:
- How can counsel best protect public benefits when drafting special needs trusts?
- What tax issues should be considered in the drafting process?
- What pitfalls should be avoided when amending special needs trusts?
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
Elizabeth L. Gray
Ms. Gray has been practicing law since 1996 and is certified as an Elder Law Attorney by the National Elder Law... | Read More
Ms. Gray has been practicing law since 1996 and is certified as an Elder Law Attorney by the National Elder Law Foundation (NELF). She focuses her practice in the areas of estate planning, elder law, special needs planning, guardianships, and the administration of estates. Her work includes the drafting of trusts (including special needs trusts, pet trusts, trusts to minimize income taxes and capital gains), wills, powers of attorney, medical powers of attorney, and other succession planning documents.Close
Kyla G. Kelim, Esq.
Aging in Alabama
Ms. Kelim focuses her practice on proactive planning involving those in need concerning Medicaid, Medicare and Social... | Read More
Ms. Kelim focuses her practice on proactive planning involving those in need concerning Medicaid, Medicare and Social Security. She is a nationally recognized speaker on nursing home Medicaid, Medicare and Social Security disability matters. She launched Aging in Alabama to help address the crisis in health care coverage facing seniors and their caregivers.Close