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Products tagged with 'special needs trust'

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15th Annual Elder Law Short Course (2019)

P9007-19U
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.
From $99.00

4th Annual Special Needs Institute: What's New? What's True? (2020)

P9016-20U
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.
From $325.00

63rd Annual Estate Planning Short Course (May 2020)

P9004-20U
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.
From $770.00

Overview of Special Needs Planning Basics

P9016-20E-01
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.
$60.00

Practical Considerations for Administering Special Needs Trusts

P9007-19E-08
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.
$80.00

Social Security Reviews of Special Needs Trusts for SSI Beneficiaries

P9016-20E-06
Learn about the Social Security Administration’s trust policy and review process for determining SSI eligibility.
$60.00

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
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