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  • Credits: 6 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: P9016-18U
  • Original Program Date: 9/14/2018
  • Formats:
    • Audio Download
    • e-learn
    • DVD

3rd Annual Special Needs Institute: Advanced Issues Category: Special Needs & Disability

Better assist individuals with special needs and their families by getting up-to-date on sophisticated topics including government benefit and waiver programs, ABLE, special needs trust drafting and tax implications, Section 8 housing, using pension plan funding for SNTs, Social Security, the Uniform Trust Code, trust administration issues and more!

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-18E-02
  • Original Program Date: 9/14/2018
  • Formats:
    • e-learn

Advanced Practice Tips Concerning Government Benefits and Waivers Category: Online Content, Special Needs & Disability

Learn about more nuanced aspects of SSI, SSDI, Medicare, Medicaid, and waiver programs to better protect your clients' benefits and programs.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
  • Product ID: P9016-17E-07
  • Original Program Date: 9/26/2017
  • Formats:
    • e-learn

Ethically Representing Clients in the Special Needs and Dissolution of Marriage Context Category: Family, Online Content, Special Needs & Disability

The ethical complexities of representing divorcing and/or ex-spouses in a professional and proper manner expounding on office procedures and protocol. Originally presented as part of the 2nd Annual Special Needs Institute available in its entirety as P9016-17.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-17E-04
  • Original Program Date: 9/26/2017
  • Formats:
    • e-learn

First Person Special Needs Trusts Drafting Tips Category: Estate Planning & Probate, Family, Trusts, Online Content, Special Needs & Disability

Walk through the decision to draft a (d)(4)(A) first party special needs trust versus using a pooled first party special needs trust or an ABLE Account. Originally presented as part of the 2nd Annual Special Needs Institute available in its entirety as P9016-17.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-18E-07
  • Original Program Date: 10/9/2018
  • Formats:
    • e-learn

Guardianship: Evaluating Less Restrictive Alternatives to Create Greater Self-Empowerment for Adults with Disabilities Category: Elder Law, Special Needs & Disability , Online Content

Learn about various models, legal documents, and estate planning measures that practitioners may utilize to assist in successful implementation of the discussed alternatives. Originally presented as part of the 14th Annual Elder Law Short Course, available in its entirety as P9007-18U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-18E-04
  • Original Program Date: 9/14/2018
  • Formats:
    • e-learn

Harmonizing the Hodgepodge or Inflicting Uniformity upon Individualism? Category: Online Content, Special Needs & Disability

Familiarize yourself with the UTC and proposed Illinois legislation, and learn how this change in the law could impact your practice. Originally recorded as part of the 3rd Annual Special Needs Institute, available in its entirety as P9016-18u.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.5 Other PR
  • Product ID: P9016-18E-06
  • Original Program Date: 9/14/2018
  • Formats:
    • e-learn

Important Changes to Special Needs Trust Drafting in 2018 Category: Online Content, Special Needs & Disability

Understand several NEW drafting tips you’ll want to follow to keep YOUR trusts from being successfully contested. Originally recorded as part of the 3rd Annual Special Needs Institute, available in its entirety as P9016-18u.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-18E-03
  • Original Program Date: 9/14/2018
  • Formats:
    • e-learn

IRAs and the Tax Implications of Special Needs Planning Category: Online Content, Special Needs & Disability , Tax

Understand all of those tricky tax considerations, such as Grantor Trusts, Qualified Disability Trusts, FEIN issues, and more. Originally recorded as part of the 3rd Annual Special Needs Institute, available in its entirety as P9016-18u.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.25 Other PR
  • Product ID: P9016-18E-01
  • Original Program Date: 9/14/2018
  • Formats:
    • e-learn

Pressing Issues in Special Needs Planning Category: Online Content, Special Needs & Disability

Better assist attorneys representing individuals with special needs and their families by getting up-to-date on sophisticated topics including government benefit and waiver programs, ABLE, special needs trust drafting and tax implications, Section 8 housing, Social Security appeals, the Uniform Trust Code, trust administration issues and more!

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: H8023-17E
  • Original Program Date: 12/7/2017
  • Formats:
    • e-learn

School Discipline Reform and Students with Disabilities (Presented by the DuPage County Bar Association) Category: Special Needs & Disability , DuPage County Bar Association, Education & School Law

Review recent school disciplinary reform legislation in Illinois as well as federal and state disciplinary protections for students with disabilities. Originally presented by the DuPage County Bar Association.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: H8016-17E
  • Original Program Date: 10/30/2017
  • Formats:
    • e-learn

Service Animals in Illinois: More Than a Pet (Presented by the DuPage County Bar Association) Category: Special Needs & Disability , DuPage County Bar Association, Animal Law, Education & School Law

A presentation of the rights of disabled individuals to make use of service animals as provided for under Federal, State, and local laws. Originally presented by the DuPage County Bar Association.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-18E-05
  • Original Program Date: 9/14/2018
  • Formats:
    • e-learn

Social Security Administration Update Panel Category: Online Content, Special Needs & Disability , Elder Law

Understand life after the introduction of the revised SSA Trust Review system. Gain practice tips about dealing with Field Offices, Requests for Reconsideration, and ALJ hearings. Originally recorded as part of the 3rd Annual Special Needs Institute, available in its entirety as P9016-18u.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-18E-07
  • Original Program Date: 9/14/2018
  • Formats:
    • e-learn

Social Security Appeals Based on Disability Category: Online Content, Special Needs & Disability

Learn what Social Security means by “totally disabled” and how to help prepare the strongest case possible for clients. Originally recorded as part of the 3rd Annual Special Needs Institute, available in its entirety as P9016-18u.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-18E-08
  • Original Program Date: 9/14/2018
  • Formats:
    • e-learn

Special Needs Planning: Issues Involving Pension Plans and Section 8 Housing Category: Online Content, Special Needs & Disability

Understand the unique requirements of various public pensions (TRS, SURS, IMRF, Military Federal Civil Service, Police, Fire, etc.) when using benefits for SNTs. Originally recorded as part of the 3rd Annual Special Needs Institute, available in its entirety as P9016-18u.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-17E-06
  • Original Program Date: 9/26/2017
  • Formats:
    • e-learn

Substitute Decision-Making: From Powers of Attorney to Plenary Guardianship Category: Estate Planning & Probate, Trusts, Online Content, Special Needs & Disability

Attorneys should engage clients in a very specific and detailed analysis of their needs in order to achieve their goal of protecting the child with special needs while allowing them maximum independence in decision making. Originally presented as part of the 2nd Annual Special Needs Institute available in its entirety as P9016-17.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-17E-05
  • Original Program Date: 9/26/2017
  • Formats:
    • e-learn

The ABLE ACT – How Can It Be Used with Trust Planning? Category: Trusts, Online Content, Special Needs & Disability

Everything you want to know about ABLE and how it compares to Special Needs Trusts. Originally presented as part of the 2nd Annual Special Needs Institute available in its entirety as P9016-17.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-17E-03
  • Original Program Date: 9/26/2017
  • Formats:
    • e-learn

Third Person Special Needs Trusts Drafting Tips Category: Estate Planning & Probate, Trusts, Online Content, Special Needs & Disability

Covers how these transfers may impact the donor and will identify the various ways that these trusts are created and how money is transferred during the life of the donor or at the donor’s death. Originally presented as part of the 2nd Annual Special Needs Institute available in its entirety as P9016-17.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-18E-09
  • Original Program Date: 9/14/2018
  • Formats:
    • e-learn

Trust Administration Issues Panel - Special Needs Institute Category: Online Content, Special Needs & Disability , Trusts

Trustees will provide practical information about topics of importance to you and your clients, such as: using the True Link card, restricting cards or purchases to avoid reductions in SSI, persuading providers to accept third party payment, handling unreasonable demands from beneficiaries or caretakers, and more. Originally recorded as part of the 3rd Annual Special Needs Institute, available in its entirety as P9016-18u.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-17E-02
  • Original Program Date: 9/26/2017
  • Formats:
    • e-learn

Updates to Government Benefit Programs in Special Needs Planning Category: Estate Planning & Probate, Trusts, Online Content, Special Needs & Disability

Covers: SSI, SSDI, Medicare, Medicaid, and waiver programs. Originally presented as part of the 2nd Annual Special Needs Institute available in its entirety as P9016-17.

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