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- Audio Conference Tapes and CD's:
2009 POMS Update: Keys to Drafting Special Needs Trusts
Audio Conference Recording Price: 199.00 (U.S. Dollars) -
SUMMARY
Drafting Special Needs Trusts with the new POMS can be challenging, and not following them closely can cause significant problems for your clients. 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:
- 2009 POMS Update: Strategies for Drafting SNTs
- 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
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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 drafting Special Needs Trusts
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PROGRAM HIGHLIGHTS
- Public Benefits & POMS Update: How to Preserve Benefits
- POMS: Where to find them & how to follow them
- How the new POMS affect Special Needs Trusts
- What is the impact of the trust on SSI and Medicaid?
- Section 8 Housing: What to prepare for now
- Public Benefits: How to Preserve Benefits in the Drafting Process
- POMS Update: 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!
- Public Benefits & POMS Update: How to Preserve Benefits
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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 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.
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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 audiotape) 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.
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