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Law Practice Development Education

Special Needs Planning

Special Needs Planning is a growing area of law, and one that we are very committed to. Whether you are new to the area or an advanced practitioner, our variety of courses below will help!


  • SNT Drafting  

    Special Needs Trusts Drafting Workshop (streaming)

    By: Vincent Russo, JD, CELA

    Recorded at Symposium 2016

    When should I use a third party supplemental needs trust versus a first party special needs trust? What are the important drafting choices I have to make for each? What are the tax implications of funding a special needs trust? These questions and more will be answered during this half-day intensive education on how to draft special needs trusts and important rules you need to know.

    Length: 3 hours, 1 minute

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $395.00
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  • ABLE Act education  

    Understanding the New ABLE Act (download)

    By: Stephen Dale, Esq., LL.M

    After many years, the Achieving a Better Life Experience Act (ABLE Act) was passed by Congress in December. The Act, among other things, allows creation and funding of tax-favored accounts for adults and children who were declared disabled prior to age 26. But how will this really impact the planning we do for disabled individuals?

    Join nationally-recognized special needs planning attorney Stephen Dale for an in-depth look at the ABLE Act, how the new provisions compare to planning with self-settled special needs trusts, and what practitioners should be doing to educate their clients and referral sources about this new opportunity.

    Topics covered:
    • Achieving a Better Life Experience Act (ABLE Act)
    • Comparison to planning with self-settled special needs trusts
    • Tips to education clients and referral sources
    Length: 92 minutes

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $149.00
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  • Top 5 Practice Tips for the Special Needs Practitioner  

    Top 5 Practice Tips for the Special Needs Practitioner (download)

    By: Bradley J. Frigon, J.D., LL.M

    Topics Covered:
    • Dealing with IRA and Retirement Accounts
    • First Party Special Needs Trusts (Including Update on the POMS)
    • Family Members Serving as Trustee-What the Attorney Should Advise
    • Personal Injury Settlements and First Party Special Needs Trust
    • Drafting Tips for Third party and First Party Special Needs Trusts
    Length: 90 minutes

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $179.00
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  • special needs planning cle  

    Special Needs Trusts Drafting Camp (download)

    By: Bradley J. Frigon, JD, LLM, CELA, CAP and Stephen W. Dale, Esq.

    Drafting self-settled and third party special needs trusts can often be challenging as there are numerous issues to consider: tax treatment of assets, whether a third party trust should be revocable or irrevocable, how to deal with retirement assets, what constitutes “seed money” for a self-settled special needs trust, and when are Medicare Set-Aside provisions necessary, to name a few.

    ElderCounsel is proud to offer a 3-part series featuring national special needs planning experts, Brad Frigon and Steve Dale.

    Topics covered:
    • Understanding when to use a self-settled special needs trust
    • Third party supplemental needs trusts
    • Distribution standards
    Length: 270 minutes

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $495.00
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  • Understanding Medicare Set Aside Trusts  

    Understanding Medicare Set Aside Trusts Part I and II (download)

    By: Bradley J. Frigon, JD, LL.M

    This two part program will review the current rules and regulations regarding Medicare Set Aside Trusts. 
     
    Part I: Medicare Secondary Payer Statute and the law relating to the payment of past and future medical expenses in a plaintiff liability case.
     
    Part II: Medicare Set Aside Administration rules and the interplay of Medicare Set Asides and Medicaid

    Part I:
    Length: 85 minutes
     ElderCounsel members: View this course complimentary in the Education Library.

    Part II:
    Length: 87 minutes
     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $350.00
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  • RLT Online Drafting Camp  

    RLT Online Drafting Camp (download)

    By: Brian Albee, JD

    The RLT Camp will consist of 3 webinars where attendees will receive instruction on the crucial design and tax issues associated with drafting revocable living trusts for elder law, special needs and veterans pension planning clients. 

    Topics Covered:
    • RLT's Place in Medicaid Planning
    • Disinheriting the Spouse
    • Joint Trust Administration After First Death
    Length: 90 minutes per session, 3 sessions total

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $495.00
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  •  

    Special Needs Trusts and Qualified Retirement Accounts - What You Need to Know (download)

    By: Stephen Dale, Esq., LL.M and Bradley Frigon, JD, LL.M

    As families accumulate wealth in qualified retirement plans, Attorneys preparing first party and third party special needs trusts must know trust fiduciary income tax rules and the tax rules that apply to qualified retirement accounts and trusts. Presenters Brad Frigon and Steve Dale will discuss the tax implications of designating a first party and third party special needs trust as the beneficiary of a qualified retirement plan. In addition to reviewing case studies, outlining important dates, and providing solutions for issues that arise after the retirement account owner dies they will also discuss how to market this aspect of your business to financial planners and clients.

    Topics Covered:
    • Income Tax Objectives
    • Trust Fiduciary Income Tax Rules
    • Qualified Retirement Accounts and Trusts
    • Case Studies
    • How to Market to Referral Sources
    Length: 89 minutes

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $159.00
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  • Entering Special Needs Planning  

    Entering Special Needs Planning from the Ground Floor (download)

    By: Bradley J. Frigon, J.D., LLM, and Prof. Rebecca Morgan

    This course provides an introduction to special needs planning for those considering this area of law. This is a precursor course to our Special Needs Immersion Camp. If you've thought about adding special needs planning to your practice.

    Topics Covered: 
    • The Program Operations Manual System (POMS): What this is, how to learn it, how to stay up to speed on changes
    • Supplemental Security Income (SSI) rules: What they are, the relevancy to a special needs planning practice and how to stay current
    • Self-settled special needs trusts vs. third party special needs trusts: How they are used in a special needs planning practice and what the differences are
    Length: 6 hours, 35 minutes

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $529.00
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  • SN Immersion Camp  

    Special Needs Planning Immersion Camp (2016)

    By: Steve Dale, Esq., LLM and Jennifer Steneberg, Esq.

    Steve Dale, Esq., LLM and Jennifer Steneberg, Esq., The Dale Law Firm PC, provide you with legal expertise you need to begin serving disabled individuals in and around your area. In 2015, there were nearly 53 million individuals in the United States living with some sort of disability. This one-and-a-half day course will provide you with the expertise and skill you need to grow your practice in this unique area. Incorporating special needs planning into your practice is very rewarding and opens the door to more profits.

    Agenda

     CLE: 10.75 hours

    Member Price: $695.00 Retail Price: $795.00
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  • Planning for the Special Needs Client: A Primer for Estate Planning Attorneys  

    Planning for the Special Needs Client: A Primer for Estate Planning Attorneys (download)

    By: Vincent Russo, J.D., LL.M., CELA, CAP

    Third party special needs trusts are often used by estate planning attorneys when drafting an estate plan for a (currently) healthy client, or when planning for loved ones who are, or may become disabled. However, there are numerous "traps" estate planning attorneys should be wary of when drafting third party special needs trusts - especially if the client actually needs a first party special needs trust. This session will cover how to identify and draft around "traps" in third party special needs trusts, as well as understanding when a first party special needs trust is necessary.

    Topics Covered:
    • Nuts and Bolts of Special Needs Trusts
    • Tax Issues
    • Planning in Stages

    Member Price: $79.00 Retail Price: $99.00
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Featured Course

Law Practice Development Education