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2019 Trusts Workshop

Product Details:
This workshop offers real-life client scenarios to explore 6 types of trusts. Workshop includes a total of 6 sessions: Revocable Trusts with Pour Over Wills, Irrevocable Income Only Trusts, VA Trusts, Trusts to Hold Retirement Funds, When Beneficiary Is A Minor,Irrevocable Life Insurance Trusts and Special/Supplemental Needs Trusts. Total runs at approximately 9 hours.
$455.00
$755.00
$755.00

A Letter of Intent - A Deep Dive (2021)

Product Details:
Addresses what a Letter of Intent is and the steps recommended to create one for a person with special needs. As a caregiver of a dependent with special needs the single most important issue on your mind, regardless of the age of the dependent, is what will happen to my dependent after I’m gone. The letter of intent, though not legally binding can assist the family in knowing their wishes for their loved one will be carried out. The letter of intent will include the people, places, and services the dependent with special needs requires. There are some needs that will always be present and they must be carefully considered and planned for appropriately. This workshop will give the remaining caregivers a guide to follow. You will learn about the ways to complete the Letter of Intent, available resources, and necessary tools to help develop this plan. A Letter of Intent is a guide for future caregivers in making the most appropriate life decisions for their dependent and helping to provide direction to their trustee in fulfilling his or her fiduciary responsibilities. We will discuss not only what should be contained but can help ensure the type of care and quality of life for your loved one’s well-being today and tomorrow. 2021 Annual Conference
$99.00
$199.00
$199.00

Acting as a Fiduciary (2014)

Product Details:
What to consider about whether to act as trustee, personal representative or conservator. Learn from lawyers who have active fiduciary practices. Presented as part of the 2014 Annual National Conference by Robert B. Fleming, CELA, Robert W. Fechtman, CELA
$0.00
$129.00
$129.00

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

Advanced Issues in Pre-Mortem Estate Planning 2019

Product Details:
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
$99.00
$199.00
$199.00

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

California Chapters Summit 2020

Product Details:
Held in San Diego on March 6-7, 2020, this popular event covers nine California-specific elder topics to help you learn and grow your practice. Topics Covered In This Course: VA New Rules & Updates; How To Protect Loved Ones In an ALF/SNF; SNT Trust Administration using ABLE Accounts and TrueLink; Practice Management Software & Hidden Tricks; Getting the Most Out of California’s Medi-Cal Waivers; Retirement Planning Redefined; Useful Nuggets from ACL’s, MEDIL’s and POMS; What Did We Learn in 2019
$695.00
$795.00
$795.00

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

Decanting-Fiduciary's Tool for Needs Based Assistance (2011)

Product Details:
From the National Aging & Law Institute. Learn practical tips on using a trustee's "decanting" power to modify irrevocable trusts to preserve eligibility for needs-based assistance and a brief discussion on pre-mortem probate statutes. Approx. 75 mins. Presented by Bethann Boudah Chapman, Esq.
$0.00
$119.00
$119.00