Understanding Special Needs Issues—For the Personal Injury Attorney (Online Seminar)

MCLE Credits: 2.0
Ethics Credits Included: 0.0

MCLE Credit: 2.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Price: $149 (Includes a downloadable audio version.)
Viewable Through: 01/31/2024

Information

A pre-recorded streaming AUDIO replay of the October 2020 webcast, Understanding Special Needs Issues—For the Personal Injury Attorney .


Course Outline

Attendees will learn:

  • Which government benefits are of concern when a client has a disability
  • How to decide if government benefits need to be considered
  • How assets can be sheltered in a special needs trust
  • Which type of special needs trust can be used
  • What is an ABLE account and can it be utilized to protect benefits?
  • Cautions concerning use of annuity structures for a client with special needs

Personal injury attorneys often are faced with disability and incapacity issues with their clients, as well as government benefits concerns. This seminar will provide you with the information you need to identify these issues and provide your clients with strategies to structure settlements (not just annuities) to meet the unique needs of the client and protect their eligibility for Medicaid, Supplemental Security Income (SSI), and other financial needs-based government benefits.

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Schedule

Faculty

ABOUT THE SPEAKER


Kelly A. Thompson
, Thompson Wildhack 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. Her 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, and a fellow of the American College of Trust and Estate Counsel.

Ms. Thompson received her undergraduate degree from the University of Virginia, and her law degree from the Fordham University School of Law. She is admitted to practice in Virginia, the District of Columbia, and New York.

As a native of Northern Virginia, Ms. Thompson is dedicated to serving the Northern Virginia community. She is an active volunteer with The Arc of Northern Virginia, and serves as counsel for the pooled special needs trust sponsored by that organization.  She also serves on the Legal Advisors group for the Multiple Sclerosis Society, National Capital Chapter. Ms. Thompson has previously served on the Board of Directors of Capital Hospice, on the Governing Board of the Trusts and Estates Section of the Virginia State Bar, and is a past president of both the Northern Virginia Estate Planning Council and the Northern Virginia chapter of the Alzheimer’s Association.

Locations, Dates and Fees

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