CLE on Planning for Persons with Disabilities: Recent Development and Continued Challenges
Why You Should Attend
Planning for persons with disabilities presents myriad challenges. To add to those complications, the Program Operations Manual System (POMS) – the Social Security Administration’s policy manual for evaluating special needs trusts (SNTs) — underwent a rewrite in 2018, substantially changing the rules for SNT administration.
In this 90 minute webcast, our faculty will explain the changes made and how they affect the way planners draft their documents, the ways a SNT Trustee will be performing their duties in the future, and the practical applications of these new rules to different factual scenarios.
What You Will Learn
The presenters, both highly experienced estate planning practitioners and Fellows of the American College of Trust and Estate Counsel (ACTEC), will review:
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- the critical distinctions between “first-party” and “third-party” SNTs
- the 2018 updates to the rules of the Social Security Administration regarding the establishment and administration of compliant SNTs
- the ABLE Account — the newest tool in the planner’s arsenal that supplements (but does not replace) SNTs
- the “network” of SNTs that comprise a comprehensive Special Needs Plan and the team of “allied professionals” that work together to implement the Plan
- additional advanced planning challenges
Who Should Attend
All estate planners with disabled clients or clients with a family member that has special needs should attend this webcast from ALI CLE and ACTEC.