Your Order Detail
0 item(s) ($0.00)
Find More Like This
Search Results
Showing 1 - 10 of 77 Results

ABC's of Asset Protection: Planning for the 99 Percenters (2012)

Product Details:
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 eligibility 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.
$0.00
$79.50
$79.50

ABLE Act and Fostering Independence (2012)

Product Details:
Town Hall Debate session from the 2012 Annual National Conference. Presented by a panel of NAELA experts in Special Needs Law. 1 hour.
$0.00
$199.00
$199.00

Achieving Family Harmony in Estate Plans-Tools (2010)

Product Details:
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.
$0.00
$119.00
$119.00

Adding Flexibility to a Special Needs Trust (2011)

Product Details:
From the National Aging & Law Institute. Describes situations where transfers to SNT's may be inappropriate or unwise as well as war stories from professional trustees who have seen it all-from crazy beneficiaries to insane family members-and how they have dealt with them. Approx. 75 mins. Presented by Emily S. Starr, CELA; Hyman G. Darling, CELA; Ken Shulman, Esq. and Neal A. Winston, CELA.
$0.00
$119.00
$119.00

Allowable Distributions for Special Needs Trusts (2012)

Product Details:
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.
$0.00
$129.00
$129.00

Clayton QTIP Election (2015)

Product Details:
While the “Clayton QTIP Election” is a marital deduction concept for estate tax purposes, its utility has far greater reach and impact. This session will explore the election, how to make it, its benefits and advantages when compared to disclaimer and non-estate tax planning, and how to incorporate it into your elder law practice. Presented by Steve Silverberg
$0.00
$199.00
$199.00

Creative Planning with an ABLE Account (2018)

Product Details:
In this session, participants will consider the potential relationship between special needs trusts (first and third party) and an ABLE account. We'll discuss what drafting language is necessary in a special needs trust that will provide for funding an ABLE account and how best to administer the two together to maximize the benefit to the beneficary. Presented by: Brian Neal Rubin, Esq.
$0.00
$199.00
$199.00

Decanting: When Your State Doesn't Have a Decanting Statute (2015)

Product Details:
Reviews options and methods to decant special needs trusts along with practical analysis regarding its usefulness when advising beneficiaries and trustees of special needs trusts. Presented by Crystal West Edwards, CELA, Schneck, Price, Smith & King, LLP
$0.00
$199.00
$199.00

Designing Irrev. Trusts For Medicaid and Tax Planning (2010)

Product Details:
Session from November 2010 Advanced Fall Institute San Diego, CA. Learn to distinguish counseling from science while creating your formula for success in retaining and servicing clients. Presented by David Zumpano. 1 hour 14 minutes.
$0.00
$119.00
$119.00

Designing Trust Protectors and Their Powers (2012)

Product Details:
Keynote session from the 2012 Annual National Conference. Presented by Craig Reaves, CELA, CAP. 1 hour. Utilizing Trust Protectors and Trust Advisors, especially in special needs trust, is becoming popular. However, the powers chosen and the clauses used are often not well thought out and coordinated. This can lead to litigation and unintended liabilities. This session will provide a method to organize and categorize the potential trust protector powers so the drafting attorney will be better equipped to know which powers are appropriate to use in a give situation. It will also help the drafting attorney understand when a trust protector will be held to a fiduciary standard.
$0.00
$129.00
$129.00