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Founders Series: Avoid Malpractice when Drafting Special Needs Trusts

Recorded: July 18, 2017
Duration: 62 minutes
By Vincent J. Russo, J.D., LL.M., CELA, CAP, ElderCounsel Principal 

Have you incorporated special needs planning into your practice?  Do you draft a trust without knowing what is going on?  Join one of ElderCounsel’s founding Principals, Vincent Russo, and find out what you need to know to make sure you do not commit malpractice when you are working with Special Needs Trusts.

Topics covered:

  • What is Malpractice?
  • Drafting Special Needs Trusts
  • Specific Trust Provisions
    1. Creative Drafting
    2. Revocable = Flexible
    3. Trustee – Beneficiary
    4. Beneficiary Rights
    5. Multiple Beneficiaries
    6. Sole Benefit
    7. Travel
    8. State Rules
    9. Taxations of SNTs
    10. Stretch IRAs
    11. Crummey Powers
    12. Termination Provisions
    13. Prohibited Payments
    14. Rollover involving SNTs
    15. “Disabled” Beneficiary
    16. Super Attorney
  • Questions?

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