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Top 30 Best Practice Tips When Advising Families with Special Needs Beneficiaries (On-Demand)

General Credits:
Original Date Of Course:

$199.00

Course Description

This program will cover the “Top 30 Best Practice Tips” when advising families with special needs beneficiaries, including the “network” of Special Needs Trusts that serves as the foundation for securing the future of persons challenged by disabilities; the team of “allied professionals” that helps design and implement a comprehensive Special Needs Estate Plan; the types of government benefits and programs that can be accessed and preserved with proper Special Needs Trust Planning; the most common challenges (and solutions) encountered in Special Needs Estate Planning; and the newest tool in the planner’s arsenal: the ABLE account.

Syllabus

  1. The “Top 30 Best Practice Tips” when advising families with special needs beneficiaries
  2. The “network” of Special Needs Trusts that serves as the foundation for securing the future of persons challenged by disabilities
  3. The team of “allied professionals” that helps design and implement a comprehensive Special Needs Estate Plan
  4. The types of government benefits and programs that can be accessed and preserved with proper Special Needs Trust Planning
  5. The most common challenges (and solutions) encountered in Special Needs Estate Planning
  6. The newest tool in the planner’s arsenal: the ABLE account

Credit Details

Course Type

Course Instructor

Kristen M. Lewis, Esq.
Original Date Of Course

General Credits

2
Kristen M. Lewis, Esq.
Kristen M. Lewis, Esq.
Kristen M. Lewis, Esq. holds a B.A. in French and political science from Wellesley College and a J.D. from Cornell University Law School, and is a Fellow of the American College of Trust and Estate Counsel with extensive experience in special needs trust planning and estate law. She has authored numerous articles on special needs planning and elder law, lectured nationally for organizations including the American Law Institute and the Heckerling Estate Planning Institute, and served in leadership roles with the Special Needs Alliance and various sections of the American Bar Association.
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