Estate Planning for Families with Disabled Children & Other Dependents

Available: In Stock
Product No: 13069
Duration: 2.00 Hours
Publish Date : 6/6/2013

Item Description :


Estate planning is important for all families, but it is particularly important for families who are caring for a disabled child or relative. The traditional estate planning model, focused on minimizing estate tax must be reevaluated when a plan includes a disabled child or dependant. This CLE materials set discusses the tools an attorney needs to create an effective special needs plan. Our panel has provided an introduction to special needs planning. These experienced practitioners addressed the different kinds of supplemental needs trusts, how to draft a supplemental needs trust, and how to identify which kind of trust is appropriate for a specific client. The current state of Supplemental Security Income (SSI) and MassHealth rules were discussed and these materials will review how trusts function in relation to these programs both in terms of trust drafting and distributions. Ultimately, the materials cover the importance of choosing the right trustee; comparing the benefits and drawbacks of using family versus a professional trustee.


I. Drafting SNT's

II. Overview of Public Benefits and Their Interplay with Special Needs Trusts

III. Specialized Estate Tax Planning Concerns & Techniques

IV. Choosing a Trustee


Sarah M. Allen, Esq.
Pabian & Russell

Steven M. Cohen, Esq.
Pabian & Russell, Boston

Chris A. Milne, Esq.
Milne Law

Ken W. Shulman, Esq.
Day Pitney, Boston




Pricing :
CLE Digital Book & Audio CD: Member $165.00
CLE Digital Book & Audio CD: Non-Member $195.00
CLE Book & Audio CD: Member $165.00
CLE Book & Audio CD: Non-Member $195.00