Search

Overview of Special Needs Planning Basics

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.
Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9016-20E-01
$60.00 or 0.75 credits
decrease increase

Expires: June 1, 2022

Overview of Special Needs Planning Basics
Special Needs Planning is not just a third party and/or a first party special needs trust. It is not just estate planning.  In this session, 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. We will also discuss topics you should cover, in addition to estate planning, such as the who, what, why, where and how of accessing the Illinois “maze” of services for individuals with special needs.
Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard, Program Moderator

Expires: June 1, 2022

Overview of Special Needs Planning Basics
Special Needs Planning is not just a third party and/or a first party special needs trust. It is not just estate planning.  In this session, 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. We will also discuss topics you should cover, in addition to estate planning, such as the who, what, why, where and how of accessing the Illinois “maze” of services for individuals with special needs.
Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard, Program Moderator

Products specifications
Program Date6/5/2020
Products specifications
Program Date6/5/2020
Customers who bought this item also bought

Illinois Trust Code and the SECURE Act for Special Needs Trust (“SNT”) 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. Originally presented as part of the 4th Annual Special Needs Institute, available in its entirety as P9016-20U.
$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. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.
$40.00

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
Filters
Sort
display