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Retirement Planning for Families With Special Needs

Product Details:
In this session you will prepare an estate plan for a couple who is retiring with retirement funds and has an adult child with disabilities. You will complete designations for their retirement accounts and coordinate estate documents with the title on the accounts. You will learn the key provisions to include in a testamentary supplemental needs trust and inter-vivos supplemental needs trust to be able to stretch out qualified retirement plan benefits. You will learn how the couple's retirement may affect the child's ongoing benefits.
$0.00
$199.00
$199.00

Same Sex Marriage and Dom. Partners Estate Planning (2011)

Product Details:
From the National Aging & Law Institute. Discussion of how the federal Defense of Marriage Act harms legally married same-sex couples and creates obstacles to retirement and estate planning. Approx. 75 mins. Presented by Janson Wu, Esq. GLAD Staff Attorney.
$0.00
$119.00
$119.00

Sophisticated Elder Law Tax and Estate Planning From Start to Finish Part 1 (Summit 2016)

Product Details:
Learn how to formulate a sophisticated estate plan that will coordinate tax and long term care objectives, incorporating retirement and financial planning, utilizing a variety of tools to effectively communicate the plan to the client including software, flowcharts, spreadsheets and written proposals. Presented by Michael M. Gilfix, CAP
$0.00
$199.00
$199.00

Sophisticated Elder Law Tax and Estate Planning From Start to Finish Part 2 (Summit 2016)

Product Details:
Expanding on the discussions in Part 1, works through the drafting of the appropriate documents and provisions at an advanced level needed to effectuate the plan. Learn to analyze specific language designed to add flexibility while balancing the competing tax, retirement, care, asset protection and distribution goals, exploring where document language must be altered to work with your client's particular circumstances. Presented by Mark D. Munson, CELA
$0.00
$199.00
$199.00

Southern California Webinar - Recent Developments in CA Law

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Register now for California Recent Developments: A Break from Vaccines, Congressional Hearings, and New Hobbies.

Synopsis: The speaker, Jennifer Scharre, will review important California case law and legislative developments related to trusts and estate practitioners. New Gift and Estate tax cases will also be discussed as well as their impact on future planning strategies. The speaker will recommend best practices based on new legal principals and discuss potential pitfalls for the unwary.

$25 for CA South and North Chapter members and $35 for non chapter members.

Due to the COVID-19 pandemic, we have temporarily discounted our regular fees.

This presentation will be 1.5 hours long, from 11:45 - 1:30 PM Pacific Time, and we will give credit under our MCLE license.*

* specialization credits will be applied for.

 
Thursday, March 11, 2021
2:45 PM - 4:30 PM Eastern Standard Time
Catalina A. Reynoso (Treasurer of SoCal Chapter) catalinareynoso.esq@gmail.com
WEBINAR


Special Needs Planning in the Context of Divorce (2010)

Product Details:
Session from 2010 Special Needs Summit presented by Harry Margolis, Esq. and Franchelle Millender, CELA, CAP. Marriages of parents who have a child with special needs end in divore at a higher rate than those of couples without children or whose children do not have special needs. Not only do the needs of such children put higher stresses on their parents while they are married but they compound the issues already present in any divorce, including more complicated custody issues and more extensive care costs. The program covers eligibility for public benefits and proper classification of child support payments; Coordinating estate plans of both parents to provide for children with special needs; legal obligation of support surviving emancipation for children with special needs; providing for guardianship and custody of the child as well as the relationship between guardians and trustees; and fostering communication between parents for the welfare of the child with special needs.
$0.00
$0.00
$0.00

Special Needs Trusts: Sample Trusts & Scenarios (2012)

Product Details:
Session from the 2012 Basics of Elder Law Workshop. Presented by Kevin Urbatsch. 1 hour. The third party special needs trust is the cornerstone of any estate plan for a family that includes a person with a disability. This session will go through the mandatory provisions required in all third party special needs trusts and recommended provisions that will help the person with a disability. This content will be delivered in electronic format, for additional information click HERE.
$49.50
$79.50
$79.50

States Restricting Medicaid Eligibility Through Waivers

Product Details:
This webinar will cover the basics of 1115 waivers, past litigation, and how members can best monitor changes in their state.
$0.00
$0.00
$0.00

Straw, Sticks, Bricks and Taxes (2012)

Product Details:
General session from the 2012 Annual National Conference. Presented by Hyman Darling and Robert Anderson.. 1 hour. Panelists will provide comprehensive, in depth analysis of tax issues involved with houses. Every tax aspect of home ownership and transfer will be covered, including issues connected with sale, gifting, leasing or inheritance. Appreciation and basis will be addressed, as will other components of asset protection. The presentation will be geared toward answering those most frequent and troubling questions invovled in estate planning, asset preservation and crisis planning.
$0.00
$129.00
$129.00

Tax Consequences In Settling Estate Disputes (2010)

Product Details:
Webinar originally presented 8/26/2010 by Jennifer L. Vanderveen
$0.00
$79.00
$79.00