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CLE - Estate Planning for Families with Disabled Children & Other Dependents

Wednesday, June 5, 2013 4:00 PM to 6:00 PM
Boston Bar Association - 16 Beacon Street, Boston, MA

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*Additional fees may apply for online viewing of programs via West LegalEd. BBA Members may be eligible for a discount.


This program has already taken place, but you can still catch up on what you missed!

Visit the CLE Bookstore to purchase a CLE Materials Set, which includes online access to the recorded course presentation and a copy of the course book.

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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  
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

Registration Categories:
BBA Member - $130.00
Non-Member - $170.00
BBA Member - Legal Services/ Government Lawyer - $70.00
Law Student - $30.00

If the cost of this program would preclude you from attending, please contact us about tuition discounts.


Sponsoring Section/Committee(s):



Kristen White


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