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4th Annual Special Needs Institute: What's New? What's True? (2020)

P9016-20U
The 2020 IICLE® Special Needs Institute offers direct instruction from seasoned special needs law practitioners, practical takeaways, and special insights from government officials regarding how they review special needs trusts.
From $325.00

Advanced Practice Tips Concerning Government Benefits and Waivers

P9016-20E-02
Take a deeper dive into nuanced aspects and rule changes relating to SSI, SSDI, Medicare, Medicaid, and waiver programs to better protect your clients' benefits and programs.
$80.00

Basic First Person Special Needs Trusts Drafting

P1901-19E-04
When should you use a (d)(4)(A) first party special needs trust vs. a third party SNT vs. a pooled first party SNT vs. an ABLE Account? Understand the elements that must be included in a (d)(4)(A) first party trust, and learn best practices for the drafting process. SAMPLE FORMS PROVIDED.
$59.00

Basic Overview of Special Needs Planning and Best Practices for Connecting with Special Needs Clients

P1901-19E-01
What is special needs planning? What are the different types of special needs trusts and when should you use them? This course offers answers to those questions as well as an overview of important special needs planning issues like "spend-down" and the ABLE Act. You will also learn about the unique challenges of representing special needs clients and their families, including the impact of implicit biases and what is appropriate language to employ when working with special needs clients.
$79.00

Basic Third Person Special Needs Trusts Drafting

P1901-19E-03
*SAMPLE FORMS PROVIDED* Learn about drafting third party special needs trusts (those which are funded with “other people’s” money, not the money of the beneficiary who has disabilities). How are these trusts are created? How is money transferred during the life of the donor or at the donor’s death? How do transfers impact the donor?
$59.00

Guardianship and the Alternatives

P9016-20E-05
The guardianship process can be tricky. Understand its nuances and complications that can arise. The impact of regional differences on court proceedings is also discussed.
$60.00

Illinois Trust Code and the SECURE Act for Special Needs Trust Attorneys and Trustees

P9016-20E-03
Learn about drafting considerations after the enactment of the Illinois Trust Code and the SECURE Act and understand the practical implications for SNT trust administration.
$80.00

Intro to Government Benefits and Waiver Programs

P1901-19E-02
Learn about the basics of SSI, SSDI, Medicare, Medicaid, and waiver programs, and how to best protect your clients’ benefits, during this interactive session. What questions do you need to ask at intake to determine who can qualify for benefits? Who qualifies and what is the application process like for medical/ physical disabilities? Intellectual/ developmental disabilities? Mental illness? What happens if SSI/SSDI applications are denied? How do you apply for AABD (traditional Medicaid)? ACA (Obama Care Medicaid)? HBWD (Medicaid Buy In)?
$40.00

Nuts & Bolts of Substitute Decision-Making: Powers of Attorney and Guardianships

P1901-19E-05
Under what circumstances is a guardianship advisable? Can a power of attorney be used as an alternative? Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.
$29.00

Overview of Special Needs Planning Basics

P9016-20E-01
Learn basics of drafting and get suggestions for helpful additional provisions to include in special needs trusts. Understand how to effectively prepare for and conduct the initial consultation. Originally presented as part of the 4th Annual Special Needs Institute, available in its entirety as P9016-20U.
$60.00

Pros & Cons of Using a Professional Trustee

P9016-20E-04
One of the most consequential decisions (and often the last one) in estate planning is trustee selection. The trustee who seems like the most ideal choice at first glance may not necessarily have the diversity of subject matter expertise and oversight to allow for continuous, efficient, and robust administration. Learn about important considerations for trustee selection, the pros and cons of including a professional fiduciary in your estate plan, and how to counsel clients to make informed choices when crafting an estate plan and choosing a trustee.
$60.00

Social Security Reviews of Special Needs Trusts for SSI Beneficiaries

P9016-20E-06
Learn about the Social Security Administration’s trust policy and review process for determining SSI eligibility. Originally presented as part of the 4th Annual Special Needs Institute, available in its entirety as P9016-20U.
$60.00

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