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- Audio Conference DVD's and CD's:
Special Needs Trusts-Advanced Strategies to Secure Public Benefits
Audio Conference Recording Price: 199.00 (U.S. Dollars) -
SUMMARY
Administering Special Needs Trusts is a difficult task when faced with the challenge of securing essential public benefits on an individual client basis. Adhering to the proper guidelines is crucial to preserve long-term benefits and trust assets. How can you implement advanced administration strategies to get the most for every client? Join us for this 60-minute audio program where you will discover:
- Public Benefits Specifics: How to Preserve Benefits for Your Client
- Advanced SNT Administration-Current Changes that Impact the Trust
- Drafting Special Needs Trust Documents: Rules & Provisions
- Keys to Meeting the Individual Financial Needs of the Beneficiary
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PROGRAM BENEFITS
Join us for our live 60 minute audio conference, where Special Needs Trust expert Tom Begley will provide you with the estate planning essentials for administering Special Needs Trusts.
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PROGRAM HIGHLIGHTS
- Public Benefits & POMS: Keys to Protect Your Client for the Long-term
- SSI and Medicaid: Keys to preserving essential benefits
- Section 8 Housing: How to prepare for client assistance
- POMS update: Where to find them & how to follow them
- How to supplement public benefits for your client
- Advanced Drafting Techniques for Special Needs Trusts
- Drafting strategies to ensure a smooth trust administration
- Third party & self-settled trusts-Keys to protect client benefits
- Distribution essentials when drafting special needs trusts
- Tools for Identifying the Individual Financial Needs of the Beneficiary
- How to guarantee the long term & immediate financial needs of your client
- Keys to establishing the maximum ISM for your client
- Preparing & planning a budget for long-term client protection
- Question and Answer Session -Hear Real-World Questions Answered!
- Public Benefits & POMS: Keys to Protect Your Client for the Long-term
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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 Elder Law attorney by the National Elder 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 THE SPECIAL NEEDS TRUST HANDBOOK, Aspen Publishing Company.
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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.
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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. If you should have any concerns, comments, or refund requests with this conference, please contact our customer service representatives at 800-964-6033. Audio recordings will be received approximately three weeks after the live conference.
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- Audio Conference DVD's and CD's:
