Drafting Special Needs Trusts

$195.00

Live Broadcast on October 19, 2017

Special Needs Trusts are an invaluable estate planning tool to allow individuals with disabilities to utilize financial assets while remaining financially eligible for necessary resource- and income-dependent public benefits. This program will discuss the various types of Special Needs Trusts and their effect on eligibility for public benefits, such as Supplemental Security Income (SSI) and Medicaid. In addition, the program will discuss the creation of Special Needs Trusts, and the uses of the funds. The program will also compare and contrast Special Needs Trusts and the newer ABLE Accounts.

This course is co-sponsored Wolters Kluwer.

Key topics to be discussed:

•   Overview of Special Needs Trusts
•   Uses and Approved Distributions from Special Needs Trusts
•   Coordinating an Estate Plan with Special Needs Trusts
•   Comparison of Special Needs Trusts and ABLE Accounts

Date / Time: October 18, 2017

•  10:00 am – 12:00 pm Eastern
•  9:00 am – 11:00 am Central
•  8:00 am – 10:00 am Mountain
•  7:00 am – 9:00 am Pacific

Choose a format:

•  Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•  On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.

Clear

Live Broadcast on October 19, 2017

Elaine T. Yandrisevits, Esq. is an associate attorney at McAndrews Law Offices, P.C. in the Estates, Trusts and Wealth Transfer Department. McAndrews Law Offices, P.C. is a nationally-recognized seventeen-attorney law firm that specializes in special needs trusts, estate planning, estate administration, guardianships, elder law planning, special education, and abuse of vulnerable citizens. McAndrews Law Offices, P.C. serves individuals and families throughout the midatlantic region, with its main office located in Berwyn, Pennsylvania, and additional Pennsylvania offices in Philadelphia, Scranton, and Reading. The firm also has offices in Wilmington, Delaware and Georgetown, Delaware, and an office in the Washington DC metro area.

Ms. Yandrisevits focuses her practice in the areas of special needs trusts, estate planning, estate administration, and guardianships.

During law school, Ms. Yandrisevits served as an associate editor of the Drexel Law Review and volunteered as a fellow with the Marshall-Brennan Constitutional Literacy Project, where she taught constitutional law to high school students and coached selected students to participate in a city-wide moot court competition. As a law student, Ms. Yandrisevits served as a summer intern for the Court of Common Pleas of Philadelphia County and the Pennsylvania Superior Court.

Prior to joining McAndrews Law Offices, P.C., Ms. Yandrisevits was an associate attorney at a boutique trusts and estates law firm in Philadelphia, where she focused her practice on estate planning and estate administration, while also assisting with fiduciary litigation matters.

Ms. Yandrisevits earned her J.D. from the Drexel University Thomas R. Kline School of Law, and also holds a LL.M. in Taxation and an Estate Planning Certificate from the Graduate Tax Program at Villanova University Charles Widger School of Law. Ms. Yandrisevits is a graduate of the University of Delaware, where she earned her Bachelor of Arts, cum laude, in Political Science and History and was named to the Dean’s List every semester.

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myLawCLE will seek credit where attending attorneys are primarily licensed for all of its live webinars and live teleconferences, except in states which allow for reciprocity (see reciprocity section below). Credit for CLE in a self-study format is sought for in most states; however, some states do not allow for CLE credit to be earned in a self-study format (see the self-study section below). Many states typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program. Credit hours granted are subject to approval from each state.

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On-demand CLE
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Section I. Overview of Public Benefits
a) Supplemental Security Income (SSI)
b) Medicaid
c) Other programs

Section II. Special Needs Trusts
a) Types
b) Eligibility
c) Funding limits
d) Distributions
e) Medicaid payback

Section III. Uses of Special Needs Trusts
a) Coordinating SNTs and estate planning

Section IV. Comparison of ABLE Accounts and Special Needs Trusts