Estate planning is important for all families, but it is particularly important for families who are caring for a disabled child or relative. The traditional estate planning model, focused on minimizing estate tax must be reevaluated when a plan includes a disabled child or dependant. This program will equip attendees with the tools needed to create an effective special needs plan. Our panel will provide an introduction to special needs planning. Experienced practitioners will address the different kinds of supplemental needs trusts, how to draft a supplemental needs trust, and how to identify which kind of trust is appropriate for a specific client. The current state of Supplemental Security Income (SSI) and MassHealth rules will be discussed and our panel will review how trusts function in relation to these programs both in terms of trust drafting and distributions. Finally, our panelists will cover the importance of choosing the right trustee; comparing the benefits and drawbacks of using family versus a professional trustee.
Agenda:
I. Drafting SNT's
II. Overview of Public Benefits and Their Interplay with Special Needs Trusts
III. Specialized Estate Tax Planning Concerns & Techniques
IV. Choosing a Trustee
Panelists:
Sarah M. Allen, Esq.
Pabian & Russell
Steven M. Cohen, Esq.
Pabian & Russell, Boston
Chris A. Milne, Esq.
Milne Law
Ken W. Shulman, Esq.
Day Pitney, Boston
If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance. Credit totals for other formats are for complete programs. Partial credit is not available for any online or downloadable format.
West LegalEdcenter will not provide accreditation for states not listed.
This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.
