Special Needs Trust

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Credit: 1.25 hours

Presentation Date: April 27, 2021

Presenters:
Denise Kaplan, Rivkin, Rivkin & Kaplan

Handouts:

Description

The presentation will focus on special needs planning, including a basic overview of public benefits, eligibility for those benefits, and the creation of supplemental needs trusts and ABLE Accounts to facilitate benefits eligibility.  The goal is to help attendees understand the two different types of supplemental needs trusts and when they are appropriate to be used.  The presentation will also address the role of supplemental needs trust in divorce and the role of the probate court in approving and/or overseeing supplemental needs trusts for individuals subject to a guardianship. PLEASE NOTE the 2023 Special Needs Trust Update handout for a few updates since the seminar first aired.

Questions

If you have any questions about the content of this seminar, you may contact Peter Ashmore at pashmore@cvls.org.

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