Special Needs Trust Funding, Administration, and Termination: Key Trust Provisions, Tax Issues, ILITs, Beneficiaries
Note: CPE credit is not offered on this program
Recording of a 90-minute CLE video webinar with Q&A
This CLE webinar will provide an in-depth analysis of the key challenges of special needs trust (SNT) funding, administration, and termination, as well as pitfalls to avoid. The panel will discuss SNT funding options and the best assets to put in a trust, the use of life insurance and ILITs, tax issues for SNTs, and key trust provisions. The panel will also discuss administrative challenges and procedures for termination and other complex issues.
Outline
- Determining the need for SNTs
- Funding options
- Administrative challenges
- SNT modification and termination
Benefits
The panel will review these and other key issues:
- What are the key considerations in structuring SNTs?
- What are the funding options and pitfalls to avoid?
- What are the administrative issues and best practices to avoid them?
- What are the legal and tax ramifications of modifying or terminating SNTs?
Faculty
Deanna M. Eble
Partner
Russo Law Group
Ms. Eble focuses on Elder Law, Estate Planning, Special Needs Planning and Medicaid Planning, and has practiced in... | Read More
Ms. Eble focuses on Elder Law, Estate Planning, Special Needs Planning and Medicaid Planning, and has practiced in these areas for 20 years. She is a member of the New York State Bar Association, Nassau County Bar Association, Nassau County Women’s Bar Association, Elder Counsel and is admitted to the New York Bar. Ms. Eble earned her law degree at Hofstra University School of Law. She frequently presents seminars on Elder Law and Estate Planning throughout Nassau and Suffolk counties.
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Shana Siegel
Member
Norris McLaughlin
Ms. Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with... | Read More
Ms. Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), she has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.
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