Presenter: Mark Munson, CELA
Date and Time: Tuesday, April 11, 12:00-1:00 p.m. ET

Retirement benefits are “special assets” because of the special tax rules that govern them. Some of these special tax rules have been modified by the SECURE Act and SECURE 2.0.

In December 2022, the Consolidated Appropriations Act was signed into law that contained provisions known as SECURE 2.0 that will affect retirement outcomes in the near and far future.

Join Mark Munson as he identifies the changes made by the SECURE Act and SECURE 2.0 so that planners can assist their clients with planning for retirement benefits

Who Should Attend this webinar?
Attorneys who plan with clients’ retirement benefits.

2023 Academy of Special Needs Planners Annual Meeting
Pre-sessions: April 20, 2023
Conference: April 21-22, 2023
Location: Revere Hotel Boston Common, 200 Stuart St, Boston, MA 02116

Pre-Session Price
Academy of Special Needs Planners Members: $190 | Non-member: $350
Conference Price
Academy of Special Needs Planners Members: $425 | Non-member: $895

Did you know The Academy of Special Needs Planners recently became part of the ElderCounsel family!

In 2023, the meeting will be in Boston and the theme is: Revolutionary Planning: Beyond the Docs. Session topics range from SNT administration to next-generation care planning. Check out the full agenda here. There also have four pre-sessions available.

WHY SHOULD YOU ATTEND?
There is a tradition of providing a dynamic platform to thought leaders from key disciplines to share their perspective to strengthen the greater special needs community.

• Learn new strategies
  You’ll learn new strategies and methods to improve the level of service you provide to your clients.
• Network with peers
  You’ll network with colleagues and nationally recognized thought leaders.
• Get valuable support
  You’ll get foundational information and support from seasoned veterans and nationally recognized experts.

Date/Time: April 25, 2023, 12:00-4:00 p.m. ET
Presenters: Steve Dale, LL.M., Esq. and Jennifer Steneberg, J.D.
Location: Stream Online
Course includes: Recording + Materials
CLE: 4 hours
Price: $125

Special needs planning is a great addition to any law practice. Learning this practice area allows you to guide clients with disabilities and those families seeking to provide for a loved one with a disability without negatively impacting any public benefits that a loved one may be receiving now or in the future. You can add significant value to your practice as this trusted resource in your community.

During this introductory course, we will review the public benefits you need to be familiar with in order to serve clients with special needs. We will also introduce trust planning techniques that are critical for helping your clients and their families. Please join us to take the first step in adding these important services to your law practice.

Who should attend this webinar? Attorneys interested in learning the basics of special needs planning.

Date/Time: May 12, 2023, 12:00-4:00 p.m. ET
Presenter: Jill Roamer, J.D., CIPP/US
Location: Live Streaming via Zoom
Includes: Recording + Materials
CLE: 4 hours
Price: $395

The EC Veterans Asset Protection Trust® (VAPT) is designed to hold a Veteran’s assets in order to qualify for future pension benefits from the Department of Veterans Affairs (VA). It is a specially designed irrevocable trust that allows wartime veterans and their spouses to plan for their future care while protecting their property. This trust has both grantor and non-grantor subtrust options that were designed to comply with both VA qualification rules and the Internal Revenue Code.

Join ElderCounsel’s Law and Privacy Specialist, Jill Roamer, J.D., CIPP/US as she walks through a big-picture overview of VAPT design. She will then dive into the ElderDocx® drafting system to illustrate the various VAPT design options and how using the VAPT subtrusts can benefit your clients and their families which include:

• Why is one of the subtrusts a grantor trust for income tax purposes;
• Why would a client want the trust property to be included in the grantor’s estate at death; and
• The importance of retaining a power of appointment for beneficial capital gains treatment

Jill will also highlight the supporting documents to the VAPT document set so that you have a full picture of the resources the system provides you and your clients.

Who should attend this webinar? Attorneys interested in learning the legal technical aspects of elder law planning within the practical context of drafting documents.

Presenter: Jill Roamer, J.D., CIPP/US
Date and Time: Tuesday, May 16, 12:00-1:00 p.m. ET

Elder law is a growing practice and will continue to be a necessary component of smart legal planning as our nation ages. Understanding the basics of elder law will help you have educated conversations with your clients when they ask about benefits that help them pay for the care they need.

Join Jill Roamer as she reviews the basic benefits and strategies that can broaden your client base, inform your consultations, and potentially grow the areas of law you provide to your community.

Who Should Attend this webinar?
Attorneys interested in learning about the basics of elder law.

Upcoming Elder Law Immersion Camp:
May 17-19, 2023: Virtual Seats Available via Zoom

During the Three-Day Live Camp

You’ll get up–to–speed on the legal–technical rules and strategies needed to become an accomplished and knowledgeable Medicaid planning attorney. You will also learn about integral tools, drafting techniques, and how to leverage your ElderCounsel membership for you and your clients’ benefit. In addition, we will take time to discuss digital marketing that will help you expand your clientele and elevate your practice.

Our program is truly unlike any CLE you’ve attended with opportunities to network with fellow attorneys and interact with practice experts.

And the best part…we stay connected with you for a year to ensure you are supported the entire time while learning this new practice area.

Following the Three-Day Camp

You’ll go through an implementation series where you will be able to ask questions in a live question and answer session. This will give you peace of mind that what you are doing is correct and engrave the skills you’ve been taught.

There are also monthly on-demand courses and follow up calls to facilitate your continued training.

CLE: Qualifies for up to 18 hours total CLE
Pre-approved: AR, CA, CO, FL, HI, MT, ND, NJ, NY, PA
Pending-approval: OH, KS
Attorney will self apply in states not listed.

Online Immersion Camp: May 25, 2023, 11:30 a.m.-6:30 p.m. ET
Presenters: Steve W. Dale, LL.M., Esq., and Jennifer Steneberg, J.D.
Earn up to 6 hours of CLE credits
Reserve your seat for $250. Or pay in full for $695

Special needs planning is a wonderfully rewarding practice area but it can feel daunting to know where to start the learning process. This camp will touch on the legal issues you will confront when counseling families facing the unique challenges inherent with this work. There are a multitude of factors specific to each case and we will discuss how to better understand the issues each file presents. We will also focus on marketing and business procedures other practitioners have used to add this planning area as an important and profitable part of their law practices.

At the Special Needs Planning and Drafting Immersion Camp, we will walk you through the documents, planning techniques, and marketing strategies particular to this practice area. This camp was specifically created to mix the legal and the practical so you can apply the lessons learned right away.

Presenter: Brian F. Albee, J.D.
Date and Time: Tuesday, June 6, 12:00-1:00 p.m. ET

Retirement account planning continues to evolve under the provisions of the Secure and Secure 2.0 Acts. There are beneficial strategies for lengthening the tax deferment of retirement accounts when working with clients with special needs. The statutory construction has also provided clarity around naming charitable beneficiaries in a trust.

Join Brian Albee as he reviews the relevant provisions of the legislation and how to use the EC Secure Supplemental Needs Trust™ in the ElderDocx® drafting software.

Who Should Attend this webinar?
Attorneys interested in learning how to plan under the Secure and Secure 2.0 Acts.

Date/Time: June 23, 2023, 12:00-4:00 p.m. ET
Presenter: Jill Roamer, J.D., CIPP/US
Location: Live Streaming via Zoom
Includes: Recording + Materials
CLE: 4 hours
Price: $395

The First-Party Special Needs and Third-Party Supplemental Needs Trusts in ElderDocx® are powerful tools in helping families that would like to plan for their loved ones with disabilities and maintain their benefits. The First-Party Special Needs Trust allows clients with disabilities to remain eligible for public benefits while protecting their own assets. The Third-Party Supplemental Trust is a planning tool used to help family and friends leave a legacy for persons with disabilities.

Join ElderCounsel’s Law and Privacy Specialist, Jill Roamer, J.D., CIPP/US as she walks attendees through the differences in these trusts and the appropriate planning scenarios to use them. Then, she will dive into the ElderDocx drafting system to illustrate the various design options including:

• Distribution standards and payback provision requirements in the First-Party Special Needs Trust;
• Beneficiary Advocate options in the Third-Party Supplemental Needs Trust;
• How to design a Medicare Set-Aside Subtrust and when you would need one;
• Grantor trust rules and income taxation for both trusts; and
• Qualified Disability Trust taxation in the Third-Party Supplemental Trust context

Jill will also review other tools a special needs planning attorney will use, such as pooled trusts, the Secure Supplemental Needs Trust, and ABLE accounts. This live drafting camp format allows attendees to learn the legal technical aspects of elder law planning within the practical context of drafting documents.

Who should attend this webinar? Attorneys interested in the learning differences in special needs trusts and the appropriate planning scenarios to use them.