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Fiduciary Pitfalls of Managing SNT's That Own Real Estate

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With the limited housing options available for individuals with disabilities, a home purchased by a SNT may be the option that best meets the trust beneficiary's housing needs. This webinar analyzes the challenges and risks trustees of SNTs must consider before holding real property in a trust. This webinar is based on the NAELA Journal article, The Fiduciary Pitfalls of Managing Special Needs Trusts That Own Real Estate.
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Growing, Vast and Untapped Markets in Elder Law (2009)

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Session from 2009 Annual Conference presented by James Schuster, CELA, CAP; Rajiv Nagaich, Esq. and Cindy Barrett, CAP. This session indentifies the untapped market for estate or "person planning" that the Elder Law attorney is uniquely ready to meet. It does not focus on "asset protection", "Medicaid planning" or "death and taxes" planning but rather "client protection". The presenters relate how they have used trusts and other documents to meet the needs of clients that did not involve traditional estate planning.
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Hindsight is Always 2020: What Did We Learn in 2019

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Review of the California case law and recent legislative developments in the area of Trusts and Estates. Including comment on relevant tax law related to Trusts and Estates. Attendees will receive relevant planning, administration, and litigation tips based on these developments.
$99.00
$149.00
$149.00

How To Protect Loved Ones In A SNF/ALF

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If you have a client who is or was in a nursing home or assisted living facility, chances are they are going to complain to you about the facility. Listen to those complaints. Ask questions. If they complain about bedsores, falls/fractures, dehydration, malnutrition, infections, etc., they may have a case for elder abuse or neglect against the facility. Don’t overlook what might be the most valuable asset of your client’s estate.
$99.00
$149.00
$149.00

Intersection of Medicaid and Veteran's Benefits (2011)

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From the National Aging & Law Institute. The impact of "Medicaid" Trusts, Life Estates, and SNTs on VA pension eligibility; how Medicaid counts or disregards VA benefits; the intersection of community Medicaid pension and pooled trusts. Approx. 1 hour. Presented by Felicia Pasculli, CELA.
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$119.00
$119.00

IRA Planning for Owners and Beneficiaries

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Taking your practice to the next level? This recorded webinar discusses how to advise IRA owners and beneficiaries how to best use retirement accounts to meet their estate and special needs planning goals.
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$119.00
$119.00

Irrevocable Income Only Trusts (2019)

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This session will address invasion of principal; use of income; how to dissolve the trust if needed; choosing trustee(s) and powers; and gift/income/estate/capital gains tax issues. Presented by Robert A. Mason, CELA, CAP
$99.00
$199.00
$199.00

Keeping Your Plan Out of Court

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Litigation has and will continue to impact the practices of transactional attorneys. It is essential to understand the evolving nature of trust, estate and elder law litigation not only to preserve the wishes of our clients but to insure that we are not brought in as parties to disputes which arise from interfamily conflicts over the planning which we provide. Presented by: Thomas D. Begley, III, CELA
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$199.00
$199.00

Lawsuit Recovery Planning For an Infant With Special Needs

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What do do when developing a plan to preserve assets and benefits for an infant with special needs receiving a lawsuit recovery. What planning options will protect the SSI and Medicaid of the child? How does the child’s lawsuit recovery affect the family’s Medicaid, Section 8, TANF, or public housing? How does a child’s trust income affect MAGI Medicaid for the family? How may an ABLE account be beneficial? What planning options are available to reduce estate recovery when the child has a shortened life expectancy? How does a structured settlement fit in with the plan?
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$199.00
$199.00

Legal Ethics Mayberry Style (2009)

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Session from 2009 Public Benefits and Guardianship Institute, as part of the Clifton B. Kruse Jr. ethics lecture series presented by M. Keith Branyon. Mr. Branyon, a Fellow of the American College of Trust and Estate Council illustrates the Model Rules of Professional Conduct with clips from the "Andy Griffith Show".
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