Estate Planning for the Personal Injury Client—Understanding Disability Benefits

MCLE Credits: 1.5
Ethics Credits Included: 0.0

Thursday, October 14, 2:00 p.m. - 3:30 p.m. ET
  • Live Webcast
  • Live Telephone
Learn more about Virginia CLE webcast format
Learn more about Virginia CLE telephone format
Tuesday, November 9, 3:00 p.m. - 4:30 p.m. ET
  • Webcast with Live Q&A
  • Telephone with Live Q&A
MCLE Credit: 1.5 (Ethics: 0.0)
Live-Interactive Credit: 1.5 (all dates, all formats) Live Interactive MCLE Credit Symbol
Designation Credit: 1.5 Trusts and Estates Practice (Designations Information)
Registration Fee: $129

Information

Why Attend?

  • Review the basics of public benefits and how using Special Needs Trusts (SNTs) for injured clients can preserve these benefits
  • Learn how to assist injured clients in maintaining their public benefits while ensuring the longevity of their personal injury awards

This course will cover the basics of public benefits and how using Special Needs Trusts (SNTs) for injured clients will preserve these benefits, as well as other reasons to use SNTs. It will also address how disbursements can be spent, Medicare Set-Aside concerns, how to weave structured settlements into the equation, and pitfalls to avoid when public benefits are involved. Estate planning attorneys can assist injured clients in maintaining their public benefits while ensuring the longevity of their personal injury awards.

Topics to be covered include:

  • Overview of Pooled Special Needs Trusts (PSNTs)
    • Types of PSNTs
    • Benefits of a PSNT
    • Roles and Responsibilities of the Trust Administrator
    • Public Benefits Primer
  • Disbursement Decision-Making Roles
    • Examples of how the funds can be spent
  • Remainder Policies for First-Party and Third-Party PSNTs
    • Debunking the myth that all PSNTs keep the remainder at the death of the beneficiary
  • How Medicare Set-Asides (MSAs) can be nested inside a PSNT to satisfy the Medicare Secondary Payor Act, 42 U.S.C. §1395y
  • Weaving Structured Settlements into PSNTs to maintain benefit eligibility
 

Discounts available for Virginia CLE webcast-telephone-live seminars Follow link to learn about the Virginia CLE Online Bundle with savings up to 45% Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about discount for New Virginia Lawyers (first 3 years) Follow link to learn about Government Employee discount Follow link to learn about Legal Aid discount

Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about Government Employee discount Follow link to learn about Legal Aid discount

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

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.

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.


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.

Schedule

COURSE SCHEDULE (Octobr 14) (Eastern Time)

2:00 Estate Planning for the Personal Injury Client—Understanding Disability Benefits
3:30 Adjourn
  • Q&A will be handled via chat room for Webcast attendees.
  • Q&A will be handled via e-mail for telephone seminar attendees.

COURSE SCHEDULE (November 9) (Eastern Time)

3:00 Estate Planning for the Personal Injury Client—Understanding Disability Benefits
4:30 Adjourn
  • Q&A will be handled via chat room for Webcast attendees.
  • Q&A will be handled via e-mail for telephone seminar attendees.

Faculty

FACULTY

Karen Dunivan Konvicka, J.D., Commonwealth Community Trust / Richmond
Joanne Marcus, MSW, Commonwealth Community Trust / Richmond

ABOUT THE SPEAKERS

Karen Dunivan Konvicka, J.D., Commonwealth Community Trust / Richmond

Karen Dunivan Konvicka serves as Director of Client Services and General Counsel for Commonwealth Community Trust (CCT). When in private practice, she specialized in public benefits law and estate and trust planning and administration for individuals with special needs. Ms. Konvicka maintains her memberships in the Virginia State Bar, National Academy of Elder Law Attorneys (NAELA), and Virginia Academy of Elder Law Attorneys (VAELA) and enjoys continuing to educate attorneys and families about special needs planning from the pooled trust perspective.

Joanne Marcus, MSW, Commonwealth Community Trust / Richmond

Joanne Marcus has a master’s degree in social work and serves as the President and CEO of Commonwealth Community Trust (CCT). She brings to CCT 37 years of experience in nonprofit administration and served as the Executive Director of CCT for over 21 years before being named President and CEO. Under her leadership, CCT has grown to serve over 1,900 trust beneficiaries throughout the United States. Ms. Marcus is frequently asked to speak to professional groups and community organizations nationwide.

Locations, Dates and Fees

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