Special Needs Trusts (SNTs) allow individuals with disability to benefit from assets held within the trust while preserving their access to means-tested public benefits. There are several types of SNTs that may be used to preserve benefits while accomplishing other goals of the person with disability or his/her family members. The type of benefits the person with disability receives in large part govern the essential terms of the SNT. This course covers the difference between means-tested and entitlement benefits and how to determine what type of benefits your beneficiary is receiving; the essential considerations for drafting SNTs that will pass scrutiny by the entities that determine benefits eligibility; and what education the attorney is required to provide to the Trustee when executing the SNT.
Retired LawPracticeCLE courses are available for informational purposes only. For these courses, accreditation will not be sought, attendance will be not be reported and certificates will not be provided.
After the 18-month “available” shelf life, courses are retired and can be viewed for information only.
Retired courses will be labeled and branded with a retired course manual cover.
Amelia Crotwell, Esq.
April 8, 2019