March 11, 2014
12:00 – 1:00 p.m.
1.00 MCLE hours
Special Needs Trusts are designed to provide for the long-care of individuals who have physical or intellectual impairments and are unable to provide for themselves, whether they are elderly or very young. SNTs are intended to preserve the beneficiary’s eligibility for public benefits – Social Security, Medicare, Medicaid, SSI, and others – while maximizing the private resources of the beneficiary’s family. Crucial aspects of working with these trusts are drafting distribution clauses and selecting the right trustee to make financial and health-care related decisions for the beneficiary. Structuring and drafting SNTs can be a complex process of tradeoffs with the care of a valued family member in the balance. This program will provide you with a practical guide to the types of SNTs and the situations in which each is most appropriate, preserving public benefit eligibility, discuss distribution policies and trustee selection.
Martha C. Brown, Martha C. Brown & Associates, LLC, St. Louis