Special Needs Trusts: Planning For The Disabled And Elderly Seminar training classes conferences & workshops presented by Lorman Education Seminars register for training on FindaSeminar.com

Home

Add your seminars

Training Calendar Creator Seminar Venues Training Provider Directory
 

New Seminar Search:  

 
find similar training...
Search by state...
Email this event ...

Customer Support


Do you need help finding the right class, date, or location or other assistance?

Request information about upcoming training seminars workshops and conferences in   and other cities listed on FindaSeminar.com Submit a support request and receive a prompt reply.

We guarantee this Lorman Education Seminars training seminar

We are an authorized partner of Lorman Education Seminars

 

Price protection. The price to attend Special Needs Trusts: Planning For The Disabled And Elderly is set by the training providerThere is no added charge for our services.

We honor most training provider coupons
*.   Call  a representative to see if your discount coupon applies.


Privacy. Your personal information won't be shared with anyone but the training provider Lorman Education Seminars.


Security. When you register for this seminar on FindaSeminar.com your personal data and payment information is safely collected and processed using secure SSL encryption technology.

Flexibility. FindaSeminar.com offers you three ways to register for Special Needs Trusts: Planning For The Disabled And Elderly seminar by Lorman Education Seminars.
Register online, by phone, or fax.
Who should attend Special Needs Trusts: Planning For The Disabled And Elderly
This one-day seminar is designed for attorneys, CPAs, accountants, financial and estate planners, insurance professionals, paralegals and trust officers.
Reviews
Write and read Lorman Education Seminars reviews and reviews about the training seminar Special Needs Trusts: Planning For The Disabled And Elderly on the Seminar News Network and the Training News Network.
 

Frequently asked questions and registration options for the training seminar Special Needs Trusts: Planning For The Disabled And Elderly

 
Find Training Near You
Use our clickable map to find training near you
Use Our Clickmap
 
Education and training domain names

Education and training news articles

hotel seminars meeting space directory
hotel meeting space training facilities restaurant and lodging

 

Special Needs Trusts: Planning For The Disabled And Elderly  

 Email information about this seminar Special Needs Trusts: Planning For The Disabled And Elderly by Lorman Education Seminars to yourself your manager or associates Email this event... View and register for other training seminars like Special Needs Trusts: Planning For The Disabled And Elderly by Lorman Education Seminars on FindaSeminar.com Find similar training.. Find and register for other training seminars by Lorman Education Seminars on FindaSeminar.com Other seminars from Lorman Education Seminars

By:

training seminars by Lorman Education Seminars Lorman Education Seminars   

For:

This one-day seminar is designed for attorneys, CPAs, accountants, financial and estate planners, insurance professionals, paralegals and trust officers.

Cost:   

see Registration info for seminar cost, group discount etc.

Seminar Summary:

This seminar will present an in-depth discussion of the major issues surrounding the creation, administration and monitoring of special needs trusts. (see full course description)

 
 

 Seminar / Training class dates & locations

 

No seminar dates for this event are currently scheduled.  Please use the seminars search box above or choose one of the following additional training search options to find similar training.

trusts+disabled+elderly training seminars workshops conferences online training

Providers course catalog

Find seminars by state

Find seminars by city

Request on site training

Use Advanced Search

NEW  Don't miss training you want to attend

Receive a personal Training Alert when training you want to attend comes to your area. Create a personal Training Alert now  it's Free and only takes a minute!


 

 
 

 

share this page 

print the agenda print agenda for the Special Needs Trusts: Planning For The Disabled And Elderly seminar

 

 

Training Course Syllabus:


Families with a loved one who is disabled face many difficult decisions. The family often wants to take care of the disabled person financially but is faced with the possibility that the disabled family member may lose his or her public benefits. In some cases, a disabled or elderly person may receive assets through a personal injury lawsuit or inheritance which threaten his or her eligibility for public benefits. This seminar will discuss how special needs trusts can be used to solve these dilemmas. This seminar will present an in-depth discussion of the major issues surrounding the creation, administration and monitoring of special needs trusts.

Seminar highlights:

  • When are special needs trusts appropriate?
  • The types of special needs trusts
  • Drafting strategies
  • Appointment of fiduciaries
  • Distributions from special needs trusts

8:30 a.m. - 9:50 a.m.

I. Overview Of Special Needs Trusts

A. Traditional Estate Planning Options For The Disabled

B. What Is A Special Needs Trust?

C. Circumstances Where A Special Needs Trust May Be Used

D. Advantages And Disadvantages Of Special Needs Trusts

9:50 a.m. - 10:00 a.m.

Break

10:00 a.m. - 11:15 a.m.

II. Maintaining Eligibility For Public Benefits

A. Requirements For Medicaid Eligibility

B. Requirements For Supplemental Security Income ('SSI') Eligibility

11:15 a.m. - 12:15 p.m.

Lunch (On Your Own)

12:15 p.m. - 1:35 p.m.

III. Types Of Special Needs Trusts

A. Third Party Trusts

B. Self-Settled Trusts

C. 'Pooled Trusts'

1:35 p.m. - 2:50 p.m.

IV. Drafting Special Needs Trusts

A. Distribution Standards: Pure Discretion vs. Luxuries

B. Quality Of Life Considerations

C. Tax Savings Strategies

D. Building Flexibility Into The Trust

2:50 p.m. - 3:00 p.m.

Break

3:00 p.m. - 4:20 p.m.

V. Administering Special Needs Trusts

A. Choosing A Fiduciary

B. Funding Special Needs Trusts

C. Investment Strategies

D. Distributions From Special Needs Trusts

E. Monitoring Special Needs Trusts

4:20 p.m. - 4:30 p.m.

VI. Unauthorized Entities

A. Who Can/Can't Be Trustees

Seminar Summary:

This seminar will present an in-depth discussion of the major issues surrounding the creation, administration and monitoring of special needs trusts. (see full course description)

print this agenda print agenda for the Special Needs Trusts: Planning For The Disabled And Elderly training seminar

 view dates and locations for this seminar

 

 

     
 

 
     

 

  Also try the advanced seminar search tool

   FindaSeminar HomeComputer Training

unix training
training classes

 © 2002-2014 FindaSeminar.comô All Rights Reserved.  Terms of Use |  Privacy Policy |  Training News Network

   

Custom Search