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Practical Aspects of Special Needs Planning Part 3:Proceed with Caution — Things to Watch for in Special Needs Trusts AdministrationDate: Tuesday, September 9, 2008Format: Teleconference and Live Audio WebcastDuration: 90 minutesThis program is part of the Practical Aspects of Special Needs Planning Teleconference Series. Click here for more information on the series and series registration options. |
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Sponsors: |
The American Bar Association Section of Real Property, Trust and Estate Law and the ABA Center for Continuing Legal Education |
1:00 PM-2:30 PM Eastern |
12:00 PM-1:30 PM Central |
11:00 AM-12:30 PM Mountain |
10:00 AM-11:30 AM Pacific |
Program Description
Preparing an estate plan that protects the interests of beneficiaries with special needs is just the first step. If that plan is not properly administered, even the best drafted documents will not ensure optimal protection and services for the intended beneficiary.
This final program in our three-part series will cover:
- Proper trust investment
- Planning disbursements to protect eligibility for public benefits
- Protecting against fraudulent claims for reimbursement
- Accounting
- Fees
- Working with a professional trustee
- Working with a family trustee
- Proper and improper trust disbursements
- Saying "no" to beneficiaries (and their families)
- When to say "yes" to beneficiaries (and their families)
- Wrapping up trust administration
- Stories from the trenches
Program Faculty
Harry Margolis (Moderator), Margolis & Bloom, Boston, MA
Michele Fuller, Fuller & Stubbs, PLLC, Shelby Township, MI
Evan J. Krame, The Law Offices of Evan J. Krame, Rockville, MD
CLE Credit
1.5 hours of CLE credit in 60-minute states/1.8 hours of CLE credit in 50-minute states have been requested in states accrediting ABA teleconferences and live audio webcasts.*
NY-licensed attorneys: This non-transitional CLE program has been approved for experienced NY-licensed attorneys in accordance with the requirements of the New York State CLE Board for 1.5 total NY CLE credits.
The following states accept ABA teleconferences for CLE credit:
AL, AK, AR, AZ, CA, CO, FL, GA, IA, ID, IL, KY, LA, ME, MN, MO, MS, MT, NC, ND, NH, NM, NV, NY, OK, OR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.
*States currently not accrediting ABA teleconferences: DE, IN, PA, KS, OH
Registration Options
Individual Online Registration
Register by Phone800.285.2221
Monday - Friday
8:30 AM - 6:30 PM Eastern
Event Code: CET8PWC
Source Code: TCE8IPWC1
Register by Mail Tuition
$85 Section of Real Property, Trust and Estate Law Members
$150 ABA Members
$150 Synergy Summit Members
$175 General Public
$60 Each additional registrant using the same phone line
All participants must register for the program.
Join the section and save money on this program, as well as a full range of products and services.
Synergy Summit Members click here to register
Not an ABA Member?
Join the ABA to receive discounted tuition on this program and future ABA-CLE programs.
View our cancellation policy.
Purchase the Recording
Pre-order the Audio CD PackagePre-order through the ABA Web Store or call 800.285.2221. Refer to product code CET08PWCC. Ready to ship approximately two weeks after the program.
