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123's and ABC's of SNT's (2009)
Session conducted by Howard S. Berk, Esq., Kerry R. Peck, Esq. and Diana M. Law, Esq. This session will demonstrate, illuminate, and devise creative schemes to revolutionize the use of special needs trusts in your practice to increase your revenue in a down economy.
ABC's of Asset Protection: Planning for the 99 Percenters (2012)
Session from the 2012 Basics of Elder Law Workshop. Presented by
Hyman Darling, CELA, Mark Munson, CELA and Samantha Shepherd
. 1 hour. Three panelists will each present a case study of the three most common medical assistance eligbility planning scenarios. The three scenarios are pre-planning; single person crisis and married couple crisis. Presenters will teach planning options. Session is designed to be interactive. This content will be delivered in electronic format, for additional information click
ABLE Act and Fostering Independence (2012-Annual)
Town Hall Debate session from the 2012 Annual National Conference. Presented by
a panel of NAELA experts in Special Needs Law.
. 1 hour.
Achieving Family Harmony in Estate Plans-Tools (2010)
Session from NAELA Annual Meeting May 2010. Comprehensive and innovative solutions can reduce the risk of disharmony in estate planning. Presented by Robert C. Anderson and Timothy O'Sullivan. 1 hour 9 minutes.
Advanced Drafting Considerations for First Party SNT
Taking your practice to the next level? This recorded webinar discusses special need trusts for the first-party and various forms and provisions.
Advanced Drafting Considerations for First-Party SNT's
Taking your practice to the next level? This recorded webinar discusses preparation of various forms and provisions in drafting first party special needs trusts that maximize public benefit and tax opportunities and avoid potential problems.
Advanced Issues in Pre-Mortem Legal Planning (AELR 2017)
This session includes a discussion of the advice to give clients on advanced issues regarding wills, trusts, and durable general or financial powers of attorney as well as address the drafting of such documents. Presented by: Michael Amoruso, Esq.
Advanced Issues in Pre-Mortem Legal Planning (AELR 2018)
This session includes a discussion of the advice to give clients on advanced issues regarding wills, trusts, and durable general or financial powers of attorney as well as address the drafting of such documents.
Allowable Distributions for Special Needs Trusts (2012)
Whether you're advising a trustee of a special needs trust or acting as trustee, navigating the rules surrounding allowable distributions can be challenging. This session explores how to use those rules to get your beneficiaries the help and support they need without losing their Medicaid or SSI benefits. Presented by Thomas D. Begley Jr., CELA and Kristen L. Behrens, Esq. as part of the National Aging and Law Institute.
An Employer...Who Me? (2009)
Session from May 2009 Special Needs program presented by Sharon Novak. This session provides a practical examination of the risks that arise when trust assets are used to compensate relatives and "strangers" who take care of beneficiaries
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