2021 Drafting Special Needs Trusts for Vulnerable Clients

10/19/2021 was the original program date.

Special Needs Trusts are intended to provide long-term care for those who have physical or mental disabilities and are unable to care for themselves, regardless of age. SNTs are meant to protect the beneficiary’s eligibility for public benefits such as Social Security, Medicare, and Medicaid while maximizing the beneficiary’s family’s private resources. The crucial phases in the planning process are drafting distribution provisions and appointing the correct trustee to make financial and health-care choices for the recipient. This session will give you a practical guidance to the several forms of SNTs, the scenarios in which they are most suited, preserving public benefit eligibility, distribution rules, and trustee selection.

Special Needs Trust planning and drafting concerns
SNT types and eligibility requirements
Relationship between SNTs and public benefits such as Social Security, Medicare, Medicaid, and SSI
Important considerations while writing distribution clauses
Individual and institutional trustee selection, as well as the usage of “pooled trusts”
SNT administrative issues

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