Program Details

Estate Planning for Families with Disabled Children and Other Dependents

Content Partner:  Boston Bar Association
Price: $110.00*
Member Price:  $90.00
This program is no longer available.

* Applicable Membership or Subscription discounts will be added in your shopping cart


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.

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


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

Practice Areas: Estate Planning & Probate, Social Security & Disability Law
Online Media Type: Video
Production Date: 06/05/2013 4:00 PM EDT
Level: Basic
Category: Standard
Duration: 2 Hours, 0 Minutes
Online Format: Live

Click here for information on subscription discounts and Group Viewing opportunities.

Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.

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

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Total Credits: 2
Specialty Credits: 
Status: Reciprocal Credit Available
Expiration: N/A
Training Type: Online

West LegalEdcenter provides accreditation as described here. You may be able to self apply for credits in states not listed.

Check your state requirements and get contact information.
Sarah M. Allen - Pabian & Russell LLC, Boston
Steven M. Cohen - Pabian & Russell LLC, Boston
Chris A. Milne, Esq. - Milne Law
Ken W. Shulman, Esq. - Cochair, Day Pitney LLP, Boston
This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.

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