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Divorce and Planning for the Special Needs Child (2017)

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This session will address the nuts and bolts of minimizing loss of SSI and Medicaid when parents of a child on those programs divorce. Presented by: Katherine N. Barr, Attorney at Law, Partner at Sirote & Permut, PC
$0.00
$199.00
$199.00

Domestic Asset Protection (2014)

Product Details:
Almost always, trusts should provide asset protection whether they are created for other people, or for the grantor. This presentation will cover the most efficient ways to achieve that asset protection, including avoiding the adverse effects of the recent Huber decision. It also will include a detailed discussion about how estate tax inclusion can be avoided for a self-settled trust. Presented as part of the 2014 Annual National Conference by Jonathan Blattmachr, Esq.
$0.00
$129.00
$129.00

Drafting Against the Spousal Election (2012)

Product Details:
This workshop includes a dynamic discussion of duties of an institutional spouse on the death of the community spouse including ways to minimize the available resources of the institutionalized spouse. Competing views are presented. Presented by Hyman G. Darling, CELA, CAP; and H. Amos Goodall, CELA as part of the 2012 National Aging and Law Institute.
$0.00
$129.00
$129.00

Drafting an Income Only Asset Protection Trust (2012)

Product Details:
Breakout session from the 2012 Annual National Conference. Presented by John Ross. 1 hour. General overview of the Irrevocable Income-Only Asset Protection Trust (IIO-APT), its uses and purpose, and its interaction with Medicaid. Review and explanation of key provisions in IIO-APTs including lifetime/testamentary powers of appointment, principal and income treatment, and trustee’s powers, duties, and restrictions.
$0.00
$129.00
$129.00

Drafting In A Time Of Uncertainty (2010)

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Session from November 2010 Advanced Fall Institute. Learn how to accomodate law changes so that your trusts can survive in 2011 and beyond. Presented by Jennifer Vanderveen. 1 hour.
$0.00
$119.00
$119.00

Drafting Letters Of Intent (2016)

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Taking your practice to the next level? This recorded webinar discusses educating parents on the importance of well-drafted Letters of Intent and to provide them appropriate forms and templates to express their wishes beyond the special needs trust itself.
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$119.00
$119.00

Drafting Qualified Disability Trusts (2018)

Product Details:
Learn what makes a Qualified Disability Trust and how income taxation of the trust is favorable to the beneficiary. Learn drafting tips to incorporate in testamentary and inter-vivos third party SNTS to minimize taxation. A comparison of a qualified disability trust and other third party trusts and the drafting of the trust(s) to make them qualify.
$0.00
$199.00
$199.00

Drafting SNTs: From the Nuts and Bolts to the Bells and Whistles (Summit 2016)

Product Details:
Learn how to conduct a client interview in order to determine if an SNT is applicable to the facts and if so what type. Get an understanding of the pros and cons of having a Trust Protector and the importance of Trustee designation and the limitations under which the Trustee must function. Presented by Patricia E. Kefalas Dudek, CELA, CAP
$0.00
$199.00
$199.00

Effective Drafting of Wills, Trusts and More

Product Details:
This session will focus on the key provisions you need to include in effectively drafting estate planning documents (specifically, wills, trusts, powers of attorney and beneficiary designations) to prevent challenges to your client's wishes/documents. Examples of provisions will be provided.
$0.00
$199.00
$199.00

Effectively Managing Family Dynamics (2017)

Product Details:
This session will examine the situations where family harmony comes into consideration in the client’s goal setting and planning. Using several hypotheticals, audience members examine the dynamics that lead to family disharmony and will use those hypotheticals to complete the Family Disharmony checklist. Presented by: Professor Rebecca Morgan, Stetson University College of Law and Robert C. Anderson, CELA, CAP
$0.00
$199.00
$199.00