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Special Needs Trust Basics for Estate Planners

Tuesday, March 18, 2014 12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


Are you not sure what to tell your client when they tell you that they have a disabled child that needs a special needs trust?    This presentation will describe the basics regarding the need for a trust, whether funded by the disabled individual or by a third-party.  Specifics include understanding which trust model to choose, which public benefits require the government mandated Medicaid payback trust, how to incorporate a special needs trust into a traditional estate plan, and knowing when to seek additional assistance from a special needs trust expert.  Common taxation issues involving special needs trusts will also be covered.


Sponsoring Section/Committee(s):




Elizabeth Vincensi


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