Mary practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation. She is skilled at establishing public and private trust companies in South Dakota and regularly works with U.S. and international families and advisors.
Re-Broadcast: March 21, 2025
Special needs trusts, supplemental needs trusts, income-only trusts, and other types of irrevocable trust planning can be used to provide for a family member or beneficiary who qualifies for certain government benefits, such as Medicaid or certain Veterans' benefits. This type of planning can also be useful when used proactively in basic estate plans in the event that a client’s current or future beneficiaries may become eligible for such benefits. This seminar will discuss tax planning, preservation of benefits, types of trusts available, and the mechanics of creating and administering such trusts.
This course is co-sponsored with myLawCLE.
Key topics to be discussed:
Date / Time: March 21, 2025
Closed-captioning available
Mary Akkerman | Partner, Davenport Evans Lawyers
Mary practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation. She is skilled at establishing public and private trust companies in South Dakota and regularly works with U.S. and international families and advisors.
Mary is an American College of Trust and Estate Counsel (ACTEC) Fellow. She is a member of the Society of Trust and Estate Practitioners and Sioux Falls Estate Planning Council.
Mary has received an AV Preeminent® Peer Review Rating by Martindale Hubbell®, for the highest level of professional excellence for legal knowledge, communication skills and ethical standards. She has a Band 1 individual ranking in the Chambers High Net Worth Guide by Chambers and Partners in the area of Private Wealth Law and is listed by Best Lawyers® in Trusts & Estates. Mary has also been ranked in the top 5% of practicing attorneys in South Dakota by Great Plains Super Lawyers in the areas of Estate Planning & Probate.
I. First Party Special Needs Trusts, Third Party Supplemental Needs Trusts, and income Only Trusts | 2:00pm – 2:20pm
II. Tax aspects of planning devices | 2:20pm –2:40pm
III. Drafting, implementing, and administering these types of trusts | 2:40pm – 3:00pm
Break | 3:00pm – 3:10pm
IV. Ethical considerations | 3:10pm – 4:10pm
Approved for CLE Credits
1 General , 1 Ethics
Approved for Self-Study Credits
1 General , 1 Ethics
Approved for CLE Credits
1 General , 1 Ethics
Approved for CLE Credits
1 General , 1 Professional Responsibility/Ethics
Approved for CLE Credits
1 General , 1 Ethics
Pending CLE Approval
1 General , 1 Ethics / Professionalism
Approved for CLE Credits
1 General , 1 Ethics / Professionalism
No MCLE Required
1 CLE Hour, 1 CLE Hour
Pending CLE Approval
1 General , 1 Enhanced Ethics
Approved for CLE Credits
1 General , 1 Ethics
Certification Credits Approved:
1 Wills, Trusts and Estates
Approved for CLE Credits
1 General , 1 Ethics
Approved for CLE Credits
1.2 General , 1.2 Ethics or Professional Responsibility Education
Pending CLE Approval
1 General , 1 Ethics
Pending CLE Approval
1 General , 1 Ethics / Professionalism
Pending CLE Approval
1 General , 1 Professional Responsibility
Pending CLE Approval
1 General , 1 Ethics
Pending CLE Approval
1 Substantive , 1 Ethics / Professionalism
Pending CLE Approval
1 General , 1 Ethics
Pending CLE Approval
1 General , 1 Ethics
No MCLE Required
1 CLE Hour, 1 CLE Hour
No MCLE Required
1 CLE Hour, 1 CLE Hour
Pending CLE Approval
1 General , 1 Ethics / Professionalism
No MCLE Required
1 CLE Hour, 1 CLE Hour
Approved for Self-Study Credits
1 General , 1 Ethics
Approved for CLE Credits
1.2 General , 1.2 Ethics
Pending CLE Approval
1 General , 1 Ethics
Approved for Self-Study Credits
1 General , 1 Professional Fitness and Integrity
Pending CLE Approval
1 General , 1 Ethics
Approved for CLE Credits
1 General , 1 Ethics
Pending CLE Approval
1 General , 1 Professional Responsibility
Approved for CLE Credits
60 General Minutes, 60 Ethics / Professionalism Minutes
Approved for CLE Credits
1.2 General , 1.2 Ethics / Professionalism
Approved for Self-Study Credits
1 General , 1 Ethics / Professionalism
Approved for Self-Study Credits
1 General , 1 Ethics / Professionalism
Approved for CLE Credits
1.2 General , 1.2 Ethics / Professionalism
Approved for Self-Study Credits
1 General , 1 Professional Conduct
Pending CLE Approval
1 General , 1 Ethics / Professionalism
Pending CLE Approval
1 General , 1 Ethics
Approved for Self-Study Credits
1 General , 1 Ethics / Professionalism
Pending CLE Approval
1 General , 1 Ethics / Professionalism
Pending CLE Approval
1 General , 1 Ethics / Professionalism
No MCLE Required
1 CLE Hour, 1 CLE Hour
Approved for Self-Study Credits
1 General , 1 Dual
Approved for CLE Credits
1 General , 1 Ethics / Professionalism
Pending CLE Approval
1 General , 1 Ethics / Professionalism
Not Eligible
1 General Hours, 1 Ethics / Professionalism Hours
Approved for CLE Credits
1 General , 1 Ethics
Approved via Attorney Submission
1 Law & Legal , 1 Ethics
Approved for Self-Study Credits
2 General
Pending CLE Approval
1.2 General , 1.2 Ethics / Professionalism
Approved for Self-Study Credits
1 General , 1 Ethics / Professionalism