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Help Your Clients Weigh ALL Their Disability Savings Options
The recent ABLE Act and proposed federal legislation on improving special needs trusts have changed financial planning for disabled clients, with new options potentially offering clients better outcomes with less complexity. Can you determine how ABLE accounts stack up against SNTs and when to use them? Do you have the latest information on benefits eligibility and how it interplays with financial planning for disability? This timely legal course will give you the skills and knowledge to pick the right tool for your clients and execute it impeccably. Register today!
- Get an incisive update on the recent and upcoming laws and rules governing disability planning.
- Plan ahead, know what counts as a qualified expense in ABLE vs. SNT accounts.
- Get answers to questions regarding Medicaid estate recovery rights and remedies.
WHO SHOULD ATTEND
This timely guide to SNTs is designed for attorneys. It will also benefit trust officers, accountants, estate planners, wealth managers, disability professionals, and paralegals.
- Special Needs Trusts Legislative and Regulatory Update
- Strategic Use of the New ABLE Act Special Needs Savings Accounts
- Special Needs Trusts (SNTs) Construction: New Challenges and Opportunities
- Preserving Benefits Eligibility and Accounting for Medicaid Estate Recovery Rights
- SNT Tax Updates and Strategies
- Legal Ethics of Disability Practice
Approved for 7.2 NJ/6.0 PA CLE
10:00 a.m. - 5:00 p.m. Eastern
- ROBERT F. BROGAN
Brogan Law Group
- JANE M. FEARN-ZIMMER
Flaster Greenberg PC
- PATRICIA E. KEFALAS DUDEK
Patricia E. Kefalas Dudek & Associates
- Jane Zimmer