Wednesday, September 10, 10:00–11:00 a.m. ET
| MCLE Credit: | 1.0 |
| Live-Interactive Credit: | 1.0 (all formats) |
| GAL for Incapacitated Persons CE Credit: | 1.0 |
| Designation Credit: | 1.0 Trusts and Estates Practice (Designations Information) |
Join our speaker, Ben Tiefenback, for this succinct presentation covering:
When a plaintiff has a disability or injury, is a minor, or is otherwise vulnerable, it is essential to understand how to assess a plaintiff’s needs, including whether they have a disability, receive or are applying for means-tested government benefits, or are a minor or over the age of 65.
Mr. Tiefenback will discuss Pooled First-Party Special Needs Trusts and Settlement Preservation Trusts, as well compare pooled trusts and standalone trusts. In addition, he will present an overview of traditional Medicaid versus Medicaid expansion, as well as Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI), and what steps need to be taken to protect these essential benefits. He will review Medicare Set-Asides (MSAs) and structured settlements, and how they can be coordinated with a trust. Finally, he will examine how to assist with the court order or settlement agreement, as well as contractual documents related to the MSA or structured settlement.
Registration Deadlines:
| Webcast: | 10 minutes prior to seminar. If you register for a webcast the day of the seminar, your e-mail receipt will include a link to launch the seminar and download the materials. |
| Telephone: | Online registration ends at 11:59 p.m. the day preceding the seminar Call (800) 979-8253 to register up to one hour prior to the seminar |
| Live on Site: | Online registration ends at 11:59 p.m. the day preceding the seminar Walk-in registration is permitted on a space-available basis |
Cancellation Policy: Cancellation/transfer requests will be honored until 5:00 p.m. the day preceding the seminar. You will, however, be charged $40 if you cancel or transfer your registration to a different seminar after the link to the materials has been e-mailed by Virginia CLE®.
Full refunds or transfers are available up to two days after a webcast in the unlikely event that you experience technical difficulties.
Dietary Restrictions: If you have dietary restrictions and are attending the seminar in person, please email deanna.mcglothlin@vacle.org.
Inclement Weather Policy and Updates
MCLE Credit Caveat: The MCLE Board measures credits by the time you spend in attendance. If you enter a seminar late or leave it early, or both, you must reflect those adjustments accurately in the credits you report on your credit reporting form. A code will be given at the end of the seminar, which must be written on your MCLE form.
Private recording of this program is prohibited.
Can’t Attend?
E-mail distance_ed@vacle.org to be notified when/if this program is made available as an online or USB seminar.
E-mail publications@vacle.org to be notified when/if this program’s seminar materials are made available for sale.
10:00 | Protecting Vulnerable Plaintiffs |
11:00 | Adjourn |
Ben Tiefenback, Commonwealth Community Trust / Richmond
Ben Tiefenback, Esq., is Counsel and Director of Client Services at Commonwealth Community Trust. Prior to joining CCT, Mr. Tiefenback was a trust and estate attorney at Sands Anderson PC and TrustBuilders Law Group. His practice focused on estate planning and trust creation and administration, with an emphasis on special needs trust planning due to his personal experiences with special needs issues in his family.
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