This program has already taken place, but you can still catch up on
what you missed!
Visit the CLE
purchase a CLE Materials Set, which includes online access to the recorded
course presentation and a copy of the course book.
If you need CLE Credit, please click
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
program will equip attendees with the tools needed to create an effective
special needs plan. Our panel will provide an introduction to
special needs planning. Experienced practitioners will address 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 will be discussed and our panel will
review how trusts function in relation to these programs both in terms of
trust drafting and distributions. Finally, our panelists
will cover the importance of choosing the right trustee; comparing the
benefits and drawbacks of using family versus a professional trustee.
I. Drafting SNT's
of Public Benefits and Their Interplay with Special Needs Trusts
Specialized Estate Tax Planning Concerns & Techniques
IV. Choosing a
Sarah M. Allen, Esq.
Steven M. Cohen, Esq.
Chris A. Milne, Esq.
Ken W. Shulman, Esq.
Day Pitney, Boston
BBA Member - $130.00
BBA Member - Legal Services/ Government Lawyer - $70.00
Student - $30.00
If the cost of this program would preclude you from attending, please
contact us about tuition discounts.