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Creative Planning with an ABLE Account

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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.
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$199.00
$199.00

Cultural Competency for the Elder Law Attorney (2013)

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tips for counseling the LGBTQ community about estate, special needs and retirement planning, patient visitation rights, and long-term care considerations while watching movie clips. You will leave this session empowered to counsel LGBTQ individuals to maximize their new rights. Presented by Cynthia Barrett, CAP, and Stephanie Schneider, Esq.
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$129.00
$129.00

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

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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
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$199.00
$199.00

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

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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.
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$119.00
$119.00

Designing Trust Protectors and Their Powers (2012)

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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.
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$129.00
$129.00

Developing Models for Independent Community Housing (2010)

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Session from February 2010 Special Needs Law Summit presented by B. Bailey Liipfert, III, CELA and Diana Armatage Johnston, CELA. How can you increase the odds that your child can avoid insitutional care when you are gone? One size does not fit all. This session examines different ways parents, their advocates, and attorneys have developed ideas to increase the supply of independent community housing for adults with special needs.
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Disability Is Natural (2009)

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Session from May 2009 Special Needs Program presented by Kathie Snow-Disability Advocate and author. Like gender, ethnicity, and other traits, disability is one of many natural characteristics of being human. This session explains what can happen when we deconsruct disability, use People First Language, and focus on people's strengths and abilities. Awesome change is possible when we think and talk differently.
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Diversity-A Profitable Proposition in Your Practice (2009)

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Session from 2009 Annual Conference presented by Dennis Sandoval, CELA, Paul Sturgul, CELA, CAP, Rajiv Nagaich, Esq. and Alfred J. Chiplin. According to the US Census Bureau, America is becoming more diverse in its cultural and racial demographics. This change is not sufficiently reflected in our current long-term client base, leaving a largely untapped market in our midst. This session focuses on understanding the opportunities for practice expansion through serving the needs of a broader more diverse client population. Specifically, the session will focus on how to identify the needs of minority populations, how to find a market foot-hold among minority populations, and how to be successful in integrating minority communities in our marketing plans and revenue streams.
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Divorce and Practical Planning for the Special Needs Child

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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
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$199.00
$199.00

Divorce and Special Needs Planning (2011)

Product Details:
From the National Aging & Law Institute. What are the issues when a party in a divorce has a disability or has a child with a disability. Learn how to structure a divorce agreement that preserves eligibility for needs-based benefits when a spouse, minor child, or adult disabled child receives alimony or child support. Alimony and child support are treated as unearned income and will reduce or disqualify an otherwise disabled individual from receiving needs-based benefits such as SSI or Medicaid unless handled properly. Approx. 1 hour. Presented by Stephen W. Dale, Esq.; Marisa Higgins, Esq.; and Theresa M. Varnet, MSW, JD.
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$119.00
$119.00