Continuing Legal Education

TELESEMINAR: Planning with Special Needs Trusts – A National Perspective [LIVE REPLAY]

August 28, 2014
12:00 – 1:00 p.m.
1.00 MCLE hours

Telephone

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 – which was originally presented on March 11, 2014* – 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. *Please Note: Attorneys may not receive credit for viewing the same program more than once within a 12 month period.

Highlights:

  • Planning and drafting issues with Special Needs Trusts
  • Types of SNTs and eligibility standards
  • Relationship of SNTs to public – Social Security, Medicare, Medicaid, SSI
  • Key considerations in drafting distribution clauses
  • Choosing individual and institutional trustees, and the use of “pooled trusts”
  • Administrative issues in SNTs
For more information about ISBA's Teleseminar programs, please visit: http://www.isba.org/cle/teleseminar

 

Program Speaker:
Martha C. Brown,
Martha C. Brown & Associates, LLC, St. Louis

 

Martha C. Brown is an attorney at the law firm of Martha C. Brown & Associates, LLC in St. Louis, Missouri, where she has more than 25 years’ experience in the fields of elder law and estate planning.  She has an extensive practice advising the elderly and their families on their trust and estate planning matters with an emphasis on Special Needs Trusts.  She is a Fellow of the American College of Trust and Estate Counsel, a former board member and Fellow of the National Academy of Elder Law Attorneys, and a board member of the Special Needs Alliance.  Ms. Brown studied at the University of Bath, in Bath, England, received her B.A. from the University of Vermont, and received her J.D. from the University of Missouri-Kansas City.

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