-
- Audio Conference DVD's and CD's:
Keys to Drafting Special Needs Trusts: What You Must Know
Audio Conference Recording Price: 199.00 -
SUMMARY
Drafting Special Needs Trusts can be deceptively challenging, met with critical provisions & rigid government restrictions. Failing to properly draft your client's trust could not only be devastating, but can also result in the loss of valuable public benefits. What are the drafting essentials you must know for a Special Needs Trust? Join us for this 60-minute audio program where you will discover:
- Drafting Special Needs Trust Documents: Rules & Provisions
- Public Benefits Basics: How to Preserve Benefits for Your Client
- Meeting the Financial Needs of the Beneficiary: Laws & Limitations
- What Trust Provisions You Can't Afford to Leave Out
-
PROGRAM BENEFITS
This live 60-minute audio conference will equip you with the essentials for drafting a Special Needs Trust.
-
PROGRAM HIGHLIGHTS
- Drafting Essentials for Special Needs Trusts: What You Need to Know
- Third party & self-settled trusts: What are the disadvantages?
- Drafting techniques to ensure a smooth trust administration
- Strategies to overcome the "availability" hurdle
- Public Benefits: How to Preserve Benefits in the Drafting Process
- POMS: Where to find them & how to follow them
- What is the impact of the trust on SSI and Medicare?
- Section 8 Housing: What to prepare for now
- Strategies for Meeting the Financial Needs of the Beneficiary
- How to guarantee the long term & immediate financial needs of your client
- Distribution essentials when drafting special needs trusts
- What are the transfer penalties you need to know?
- Question and Answer Session - Hear Real-World Questions Answered!
- Drafting Essentials for Special Needs Trusts: What You Need to Know
-
SPEAKER
THOMAS D. BEGLEY, JR. is a principal with Begley & Bookbinder, P.C., concentrating in the areas of special needs trusts, estate planning and administration. He has been a Certified Medicaid Planning attorney with the National Elder and Disability Law Foundation.
- Past Chair of the Elder Law Section of the NJ State Bar Association, Mr. Begley is a frequent speaker on matters of estate planning and related matters particularly those involving drafting special needs trusts.
- Mr. Begley is a graduate of Georgetown College and Georgetown University Law Center and is admitted to membership in the National Academy of Elder Law Attorneys.
- Mr. Begley is the Author of Elder and Disability Law, Estate Planning, and is a TV and Radio Commentator.
-
CLE CREDITS
Continuing Legal Education CLE credit is available for an additional $65 per person in states where teleconferences are accredited
(States currently NOT included: KS, OH) -
PROGRAM MATERIALS
The speaker's PowerPoint presentation slides are included with your audio recording purchase. All materials are accessible through the Internet and can be downloaded as a PDF file.
-
PRICING
$199.00 for audio conference recording (CD or DVD) and program materials.
This is an outstanding program and therefore we offer purchasers a Money Back Guarantee. We are so confident that you will find the conference valuable that we offer a 100% money back guarantee from now until 30 days after the audio recording is shipped, making this a risk-free investment. Audio recordings will be received approximately three weeks after the live conference.
- Register Now
- Audio Conference DVD's and CD's:
