Drafting Special Needs Trusts (from Drafting Special Needs Trusts and Medicaid Planning) (Online Seminar)

MCLE Credits: 3.0
Ethics Credits Included: 0.0 (GAL Incap: 3.0)

MCLE Credit: 3.0 (Ethics: 0.0; GAL Incap: 3.0)
Live-Interactive Credit: 0.0
Price: $180 (Includes a downloadable audio version.)
Viewable Through: 3/31/2018


A pre-recorded streaming VIDEO replay of one session from the March 2015 live seminar, Drafting Special Needs Trusts and Medicaid Planning.

GAL for Incapacitated Persons Continuing Credits: 3.0

Note: Your GAL certificate may be found at the front of your written materials.

Learn how to provide advice UNIQUE to elderly clients and clients with disabilities. There are special tools used for these clients to help them plan for long-term care.

Drafting Special Needs Trusts

You know what special needs trusts are: These trusts permit beneficiaries to maintain eligibility for needs-based government benefits, such as Medicaid and Supplemental Security Income (SSI), and permit beneficiaries to use the trust funds for goods and services not paid for by these programs.

You know who can be the beneficiaries of special needs trusts:

  • Children or adults with disabilities
  • Elderly persons (in certain circumstances)

You know when to use special needs trusts: Special needs trusts are used to protect assets of a beneficiary, or assets of a third party for the benefit of a beneficiary, that would otherwise make the beneficiary ineligible for needs-based government benefits.

Now learn how to draft special needs trusts:

  • Basic provisions that should be included in all special needs trusts
  • Drafting differences between self-settled and third-party special needs trusts
  • Troublesome language to avoid
  • Designating a trustee
  • Administration tips

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Sandra L. Smith,
Oast & Taylor / Portsmouth

Sandra L. Smith joined the Oast & Taylor team with years of valued legal experience, skill, and talent. Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation (NELF), she offers clients exceptional legal assistance in the areas of Elder Law, Estate Planning, Estate and Trust Administration, Asset Protection Planning, Special Needs Planning, Long-Term Care Planning, and Veterans Benefits Planning.

Kelly A. Thompson, Kelly A. Thompson, PLC / Arlington

Kelly Thompson has worked in the trusts and estates field since 1977, as both a trust banker and a trusts and estates attorney. Ms. Thompson’s current practice handles all aspects of estate planning, but focuses on planning for persons with special needs. She is a member of The Special Needs Alliance, a national group of attorneys serving the legal needs of persons with disabilities. Ms. Thompson is also a member of the Virginia Guardianship Association and has an active elder law practice, which includes guardianship and planning for incapacity.

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