Products tagged with 'special needs trust'

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.

An overview of first-party and third-party special needs trusts, drafting tips and techniques and how to decant to a special needs trust.

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.

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

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.

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.

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.