Special Needs Trusts Drafting Camp (download)

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

Member Price: $0.00 Retail Price: $495.00
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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.

Part 1: Self-Settled Special Needs Trust
  • Understanding when to use a self-settled special needs trust
  • Who can establish the trust
  • Tax treatment
  • Distribution standards
  • Payback provisions
  • Medicare Set-Aside Provisions: When are they necessary?
  • Proper wording within a self-settled special needs trust
Part 2: Third Party Supplemental Needs Trusts
  • Third party supplemental needs trusts:
    • When is one used
    • Who is the grantor
    • Revocable vs. irrevocable and tax treatment of both
  • Treatment of retirement assets
Part 3: Third Party Supplemental Needs Trusts
  • Distribution standards
  • Advisory Committees
  • Geriatric Care Manager provisions
  • Practical tips when drafting third party supplemental needs trusts, pitfalls to beware of
Recorded December 16-18, 2014
Once your order has been placed, you will find the course in your profile under the MY DOWNLOADS/COURSES section.