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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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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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Looking Back and Looking Ahead: The Future of Estate Planning (2014)

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This presentation will include discussion of developments in legal practice over the past 40 years especiallly as they relate to estate planning. It will then forecast the likely changes that will occur in the next decade. It will discuss changtes relating to billing, staffing, outsourcing and, in particular, the use of technology. Hear an explanation of why there will be more changes to the practice in the next ten years than have occurred in the past 40 years and how these changes will relate to the need for office space, communications with colleagues and clients and the rapidly developing areas of artificial intelligence. Presented by Jonathan Blattmachr, Esq.
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$129.00
$129.00

Medicaid Estate Recovery (2015)

Product Details:
The application of federal and state statutes on estate recovery may cost your client even after death. Attend this session and you'll be able to identify whether assets are subject to estate recovery, determine whether exemptions or changes in ownership/beneficiary designations can protect assets, and analyze whether the state has exceeded the outer limits of the federal estate recovery statute. Presented by Clayton Davis, Esq.
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$199.00
$199.00