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2021 Drafting Special Needs Trusts for Vulnerable Clients
Original program date 10/19/2021
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, whatever their age. SNTs are intended to preserve the beneficiary’s eligibility for public benefits – Social Security, Medicare, and Medicaid – while maximizing the private resources of the beneficiary’s family. Drafting distribution clauses and selecting the right trustee to make financial and health-care related decisions for the beneficiary are the essential steps in the planning process. This program will provide you with a practical guide to the types of SNTs, the situations in which each is most appropriate, preserving public benefit eligibility, distribution provisions, and trustee selection.
- Planning and drafting issues with Special Needs Trusts
- Types of SNTs and eligibility standards
- Relationship of SNTs to public benefits – 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
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