Final Friday Update – February 2020
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
New Opportunities Under the SECURE Act
Part 1 Recorded: February 11, 2020 Presented by: Stephen W. Dale, Esq., LL.M and Brian Albee, J.D. Duration: 66 minutes How will your planning and drafting change under the new SECURE Act provisions? What opportunities are available for disabled and chronically…
Final Friday Update: October 2019
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Why Attorneys Need to Know About MSA Accounts
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
SSA’s New SNT Attorney Fee Authorization Requirement
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Taxation of Special Needs Trusts in Light of the New Tax Law
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Changes to the POMS: What You Need to Know
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Special Needs Trust Planning and Drafting
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Better Serve Clients with ABLE Accounts and Special Needs Trusts
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Courts and SNTs: When One is Necessary for the Other
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
The Basics of the ABLE Act
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Housing for SSI Recipients
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Living Arrangements: In-kind Support and Maintenance
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Reporting to the Social Security Administration and Medicaid
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Benefit Basics
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Can My Special Needs Trust Pay Rent if Beneficiary is on SSI
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
The Newest Niche: Medicaid Planning for Immigrants
Click the play button to start the video from the beginning.
Founders Series: Our Principals on Principles Introduction
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Final Friday: December 2016
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Final Friday – November 2016
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.