CLE on Special Needs Trusts: New Rules and Planning Strategies

Help Your Clients Weigh ALL Their Disability Savings Options

The recent ABLE Act and proposed federal legislation on improving special needs trusts have changed financial planning for disabled clients, with new options potentially offering clients better outcomes with less complexity. Can you determine how ABLE accounts stack up against SNTs and when to use them? Do you have the latest information on benefits eligibility and how it interplays with financial planning for disability? This timely legal course will give you the skills and knowledge to pick the right tool for your clients and execute it impeccably. Register today!

• Get an incisive update on the recent and upcoming laws and rules governing disability planning.
• Plan ahead, know what counts as a qualified expense in ABLE vs. SNT accounts.
• Get answers to questions regarding Medicaid estate recovery rights and remedies.

This is a rebroadcast of the original webcast delivered by Robert F. Brogan, Jane M. Fearn-Zimmer and Patricia E. Kefalas Dudek on April 30, 2018. Faculty will be available to answer your questions after the program.

This timely guide to SNTs is designed for attorneys. It will also benefit trust officers, accountants, estate planners, wealth managers, disability professionals, and paralegals.

1. Special Needs Trusts Legislative and Regulatory Update
2. Strategic Use of the New ABLE Act Special Needs Savings Accounts
3. Special Needs Trusts (SNTs) Construction: New Challenges and Opportunities
4. Preserving Benefits Eligibility and Accounting for Medicaid Estate Recovery Rights
5. SNT Tax Updates and Strategies
6. Legal Ethics of Disability Practice

Continuing Legal Education

Credit Hrs State
CLE 6.00 –  AK*
CLE 6.00 –  AL*
CLE 6.00 –  AZ*
CLE 6.00 –  CA*
CLE 7.00 –  CO*
CLE 6.00 –  CT*
CLE 6.00 –  DE*
CLE 7.00 –  FL*
CLE 6.00 –  GA*
CLE 6.00 –  HI*
CLE 6.00 –  IA*
CLE 6.00 –  ID*
CLE 6.00 –  IL*
CLE 6.00 –  IN*
CLE 7.00 –  KS*
CLE 6.00 –  KY*
CLE 6.00 –  LA*
CLE 6.00 –  ME*
CLE 6.00 –  MN*
CLE 7.20 –  MO*
CLE 6.00 –  MP
CLE 6.00 –  MS*
CLE 6.00 –  MT*
CLE 6.00 –  NC*
CLE 6.00 –  ND*
CLE 6.00 –  NE*
CLE 6.00 –  NH*
CLE 7.20 –  NJ*
CLE 6.00 –  NV*
CLE 7.00 –  NY*
CLE 6.00 –  OH*
CLE 7.00 –  OK*
CLE 6.00 –  OR*
CLE 6.00 –  PA*
CLE 7.00 –  RI*
CLE 6.00 –  SC*
CLE 6.00 –  TN*
CLE 6.00 –  TX*
CLE 6.00 –  UT*
CLE 6.00 –  VA*
CLE 6.00 –  VT*
CLE 6.00 –  WA*
CLE 7.00 –  WI*
CLE 7.20 –  WV*
CLE 6.00 –  WY*

Continuing Professional Education for Accountants

Credit Hrs State
CPE for Accountants 7.00 –  AZ
CPE for Accountants 7.00 –  NY*
CPE for Accountants 7.00 –  WA
CPE for Accountants 7.00 –  WI