Products tagged with 'special needs trust'

The most comprehensive annual program for elder law attorneys offers more than 10 hours of legal updates (2019) and practical instruction of practical and relevant content.

The 2020 IICLE® Special Needs Institute offers direct instruction from seasoned special needs law practitioners, practical takeaways, and special insights from government officials regarding how they review special needs trusts.

The 63rd Annual Estate Planning Short Course offers more than 18 hours of advanced instruction on Illinois estate planning law through carefully crafted sessions led by experienced estate planning attorneys.

Special needs planning is not just a third-party 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.

Learn from a panel of trust officers about best practices for administering special needs trusts, including how to effectively title assets and handle tax issues.

Learn about the Social Security Administration’s trust policy and review process for determining SSI eligibility.

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.

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.