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Products tagged with 'first party'

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Special Need Trust Drafting and POMS Updates (2019)

P9007-19E-07
Learn about the differences between first-party and third-party special needs trusts and get practical drafting tips in light of updates (2019) to the Program Operations Manual System (POMS) for special needs trusts and ABLE accounts.
$80.00

Special Needs Planning

H8075-20E
Estate planning for families of children with special needs is a very complicated specialty. This program focuses on some of the complexities, including the difference between a 3rd party and 1st party special needs trust, common mistakes in special needs trusts and the nursing home impoverishment exception to the five-year look-back.
$80.00

Trusts and Medicaid Eligibility

P9016-20E-07
Understand when, why and how the State of Illinois reviews trusts, including both 3rd party and 1st party (OBRA/d4A) trusts, when determining Medicaid eligibility.
$80.00
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