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.
What is special needs planning? What are the different types of special needs trusts and when should you use them? This course offers answers to those questions as well as an overview of important special needs planning issues like "spend-down" and the ABLE Act. You will also learn about the unique challenges of representing special needs clients and their families, including the impact of implicit biases and what is appropriate language to employ when working with special needs clients.
*SAMPLE FORMS PROVIDED* Learn about drafting third party special needs trusts (those which are funded with “other people’s” money, not the money of the beneficiary who has disabilities). How are these trusts are created? How is money transferred during the life of the donor or at the donor’s death? How do transfers impact the donor?
Under what circumstances is a guardianship advisable? Can a power of attorney be used as an alternative and, if so, under what circumstances? If a guardianship is advisable, is a full (plenary) guardianship necessary, or will a limited guardianship suffice?
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.