Elaine Yandrisevits,an associate in Antheil Maslow & MacMinn’s Estates and Trusts practice group, will participate as faculty on December 3rd at a National Business Institute continuing education program focusing on the requirements, procedures and pitfalls of fiscal planning with supplemental needs trusts. This legal briefing will provide an overview of the specialized skills required to provide special needs beneficiaries with financial structure and stability and enable accountants, attorneys and financial planners to offer clients guidance on this important estate planning tool and find creative cost-effective ways of funding supplemental needs trusts. To Register, visit Special Needs Trusts and the ABLE Act,
• Get tips for accurate assessment of the client's present and future disability and needs.
• Determine whether a client qualifies as a beneficiary of a special needs trust.
• Don't reinvent the wheel - modify our sample trust documents and use our drafting tips to create airtight trusts.
• Understand and communicate the limitations of SNTs and ensure reasonable client expectations.
Who Should Attend
This legal briefing offers a simple guide to supplemental needs trusts that will benefit attorneys. Others who may benefit from this course include trust officers, estate planners, accountants, and paralegals.
Course Content
• What SNTs Can and Cannot do for Your Client
• Assessing the Degree of the Beneficiary's Current and Future Disability and Needs
• Types of SNTs and Their Uses
• Basic Drafting Considerations
• SNT Funding, Administration and Termination