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Special Needs Trusts Drafting Camp

Special Needs Trusts Drafting Camp

Date/Time: December 16, 12:00-4:00 p.m. ET
Presenter: Jill Roamer, J.D., CIPP/US
Location: Live Streaming via Zoom
Includes: Live Webinar + Recording
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.