Special Needs Trusts and Beyond: Understanding Planning for Individuals with Disabilities

$95.00

CLE credits earned: 1 General Credit (WA 1 Law and Legal)

This program focuses on the issues that estate planners need to understand when assisting clients who have a child or other family member with a disability. We will discuss when a special needs trust should be used and the different types of special needs trusts. We will also address how to ensure that retirement accounts and life insurance policies are properly handled so they do not derail the special needs planning. We will also provide an overview of trust administration and the public benefits implications of distributions from special needs trusts. The program will also include a brief primer on ABLE accounts and how they can be used as an alternative to, or in coordination with, special needs trusts.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

• Special Needs trusts
• SECURE Act
• ABLE Accounts

Date / Time: November 13, 2020

•   2:00 pm – 3:00 pm Eastern
•   1:00 pm – 2:00 pm Central
•   12:00 pm – 1:00 pm Mountain
•   11:00 am – 12:00 pm Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 24 hours after the original recording date and are view-able for up to one year.

Select your state to see if this class is approved for CLE credit.

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Original Broadcast Date: October 22, 2020

Shana Siegel | Norris McLaughlin

Shana Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy.

As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), Shana has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.

Prior to joining Norris McLaughlin, Shana was with WanderPolo & Siegel for over 10 years, five of which were as principal. She has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP).

Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association.

Shana is active with the Long Term Living Association, several local chambers of commerce, and Jewish philanthropies. Shana loves to spend time outdoors hiking, kayaking, paddle boarding, and golfing.
 
 

Accreditation Policy
myLawCLE seeks accreditation for all programs in all states. (Accreditation for paralegals sought thru NALA and NFPA paralegal associations.) Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.

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    Live Video Broadcasts

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    “Live” Re-Broadcasts

“Live” Re-broadcasts are replays of previous recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, and LA]

Reciprocity
Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, HI, CT, FL, ME, MO, MT, ND, NH, NM, VT, NJ, and NY. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

i. -How to identify when special needs planning is needed 2:00-2:05
ii. -Understanding how public benefits impact special needs planning 2:05-2:10
iii. -Supplemental benefits trusts vs. discretionary trusts 2:10-2:15
iv. -Considering trust provisions: revocability, trust protectors and advisors, distribution language 2:15-2:20
v. -Pooled Trusts 2:20-2:25
vi. -First party special needs trusts 2:25-2:30
vii. -Planning with Retirement Accounts and Life Insurance 2:30-2:35
viii. -SECURE Act 2:35-2:40
ix. -Trust administration and distributions 2:45-2:50
x. -Other issues to address in planning for an individual with a disability 2:50-2:55
xi. -ABLE Accounts 2:55-3:00