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Midwest Special Needs Trust

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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: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-04
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

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

Understand when should you use a (d)(4)(A) first party special needs trust versus using a third party SNT or a pooled first party SNT or an ABLE Account. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.5 Other PR
  • Product ID: P1901-19E-01
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Basic Overview of Special Needs Planning and Best Practices for Connecting with Special Needs Clients Category: Estate Planning & Probate, Trusts, Online Content, Programs, Special Needs & Disability

Learn about topics such as spenddown and the ABLE Act, also learn about the unique challenges of representing special needs clients and their families. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-03
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

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

Learn everything you need to know about drafting third party special needs trusts. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 7 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 2 Other PR
  • Product ID: H8025-18E
  • Original Program Date: 1/15/2018
  • Formats:
    • e-learn

Domestic Relations Guardian Ad Litem Training (Presented by the DuPage County Bar Association) Category: Family, DuPage County Bar Association, Special Needs & Disability

Topics covered include: Pre Decree vs Post Decree vs Parentage; Mental Health Evaluators Panel; Testifying as a GAL; How to Bill & Collect Fees; and a Judges' Panel. Originally presented by the DuPage County Bar Association.

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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: Ethics & Professional Responsibility, 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, Online Content, Special Needs & Disability , Guardianships

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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