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123's and ABC's of SNT's (2009)
Session conducted by Howard S. Berk, Esq., Kerry R. Peck, Esq. and Diana M. Law, Esq. This session will demonstrate, illuminate, and devise creative schemes to revolutionize the use of special needs trusts in your practice to increase your revenue in a down economy.
2013 Basics Workshop Recorded Sessions
This is a downloadable version of the 2013 Basics Workshop, 8 recorded sessions and materials. Are you thinking about expanding your current practice or interested in gaining a basic understanding of Elder and Special Needs Law? This content is tailored to provide you with a solid overview of Elder Law. * How to Start your Practice and Manage It * Medicaid Fundamentals * Dealing with Incapacity: Guardianship, Elder Abuse and Ethics * There is No Place Like Home • But There Are Options * VA Basics: From the Law to Attorney Certification * Estate Planning - Asset Protection, Uncompensated Transfers and Trusts * Special Needs Trusts and Sample Scenarios * How to Make Money Practicing Elder Law * Basics of Tax For An Elder Law Practice
2019 Trusts Workshop
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.
5-Year Trusts Benefits, Pitfalls & Solutions
This webinar is based on two NAELA News articles, "Understanding and Marketing the 5-Year Trust", by Donna J. Jackson, LLM, and Leonard E. Mondschein, LLM, CELA, CAP And "Seven Pitfalls and Six Solutions to the Medicaid 5-Year Trust", by Meghan M. Teigen, Esq., and Mark T. Johnson, CELA. The 5-year trust, or Medicaid asset protection trust as it is sometimes called, is an irrevocable trust designed to hold and preserve assets and either accumulate or distribute income. This recorded seminar will give an overview on it's uses and limitations.
Advanced Drafting Considerations for First Party SNT
Taking your practice to the next level? This recorded webinar discusses special need trusts for the first-party and various forms and provisions.
Advanced Drafting Considerations for First-Party SNT's
Taking your practice to the next level? This recorded webinar discusses preparation of various forms and provisions in drafting first party special needs trusts that maximize public benefit and tax opportunities and avoid potential problems.
Advanced Issues in Pre-Mortem Estate Planning 2019
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
Advanced Issues in Pre-Mortem Legal Planning (AELR 2017)
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, Esq.
Advanced Issues in Pre-Mortem Legal Planning (AELR 2018)
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.
Allowable Distributions for Special Needs Trusts (2012)
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.
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