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UID:10000641-1794488400-1794500100@nala.org
SUMMARY:Special Needs Trusts: The Paralegal's Guide
DESCRIPTION:IPE\, Institute for Paralegal Education\nSpecial needs trusts sit at the intersection of estate planning\, public benefits law\, and disability advocacy\, and paralegals carry much of the day-to-day load. This program cuts through the complexity of SNT drafting\, funding\, and administration\, giving paralegals the practical tools to support clients from intake through funding and administration. Attendees leave with a working knowledge of benefit preservation rules\, the differences between first-party and third-party trusts\, and the administrative practices that keep trusts compliant. Register today! \nDistinguish between first-party\, third-party\, and pooled special needs trusts and identify when each is appropriate.\nClarify the SSI and Medicaid eligibility rules that govern SNT planning and distributions.\nIdentify mandatory and prohibited provisions in SNT drafting and flag common drafting errors.\nCoordinate trust funding across litigation settlements\, inheritances\, life insurance\, and beneficiary designations.\nApply permitted vs. impermissible distribution rules under the in-kind support and maintenance framework.\nPrepare and maintain trust administration records sufficient to withstand a benefit redetermination review \nSession Agenda: 102669-Program-Information.pdf \nCLE Hours = 3 Substantive
URL:https://nala.org/event/special-needs-trusts-the-paralegals-guide/
LOCATION:Virtual
CATEGORIES:Third Party CLE
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