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Products tagged with 'special needs trust'

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18th Annual Elder Law Short Course

P9007-22U
The 18th Annual Elder Law Short Course is designed for the Illinois elder law attorney who is dedicated to client service and eager to stay on the cutting-edge of legal issues affecting elderly clients and their families.

This year’s program offers plenary sessions on tax planning for the elderly, updates on the Illinois Trust Code and Remote Signature Act, and the annual judges’ panel. In addition, you’ll get the latest on advising your clients about Medicaid (planning and application), preparing for a guardianship trial, divorce in guardianship, and much more!

Registration includes post-event access to the online on-demand recording.
From $600.00

Working with Personal Injury Attorneys and their Clients-The Integration of Special Needs Planning

P9016-21E-07
Attorneys who prepare special needs trusts may be called in by personal injury attorneys to provide advice regarding the type of trust to use, allocation of a settlement, options for provision of support, the need for or eligibility for public benefits, management of liens and claims, investment models, and taxation. This presentation will provide an outline of the techniques crucial to providing this type of advice to these attorneys and the individuals and families that they represent, including an overview of Qualified Settlement Funds (QSF’s) and Medicare Set-Asides (MSA’s).

Originally presented as part of the 5th Annual Special Needs Institute
$80.00

Social Security Policy Updates and Reviews of Special Needs Trusts for SSI Beneficiaries

P9016-21E-06
Learn about Social Security Administration’s trust policy updates and review process for determining SSI eligibility.
$80.00

Overview of Special Needs Planning Basics

P9016-21E-01
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, you will learn the basics of drafting a special needs trust, including suggestions for helpful additional provisions to include. You’ll also learn how to effectively prepare for and conduct the initial consultation, including 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.
$40.00

Digesting the Alphabet Soup of Public Benefits

P9007-21E-16
For older adults and persons with disabilities, the reliance on governmental benefits may be the difference between remaining in the community with some level of autonomy vs. homelessness or institutionalization. This session will address the various public benefit programs that may be available to persons with disabilities and seniors residing in the community including AABD, SNAP, subsidized housing and other needs-based programs. In addition, we will consider the impact of special needs trusts on the eligibility for the various programs.
$80.00

Special Needs Trusts: The Basics and Beyond

P9007-21E-15
An overview of first-party and third-party special needs trusts, drafting tips and techniques and how to decant to a special needs trust.
$80.00

17th Annual Elder Law Short Course

P9007-21U
The 17th Annual Elder Law Short Course is designed for the Illinois elder law attorney who is dedicated to client service and eager to stay on the cutting-edge of legal issues affecting elderly clients and their families. This year’s program offers plenary sessions on eliminating barriers to legal access, navigating guardianship and power of attorney disputes, and legislative updates. In addition, you’ll get the latest on advising your clients about Medicaid (planning and application), judicial perspectives on guardianships, Illinois Trust Code update, and much more!

Registration includes post-event access to the online on-demand recording and all additional breakout CLE.
From $600.00
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