Trusts, Estates & Probate

4.47

Special Needs Trusts: Attorney and Trustee Perspectives

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 58 minutes
C. Blake West
Jennifer McInerney
William Hayes
With C. Blake West from Vertical Estate Planning, LLC + 2 others
Recorded May 08, 2025
Product ID 100296

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Overview

How to Work Better Together: From Qualifying for Benefits Through Administration

Special needs trusts (SNTs) are a powerful tool that enables individuals with disabilities to get the help they need without sacrificing essential quality of life, but the key to their proper function goes beyond skillfully drafted provisions. We've invited attorney and professional SNT trustee faculty to share their experiences and tips for the most effective use of SNTs: from benefits eligibility to maximizing expenses and properly managing assets. Adopt a holistic approach to SNTs - register today!

  • Learn how critical SNT provisions are interpreted at trust administration.
  • Explore what trustees can and cannot do to enhance beneficiaries' lives.
  • Discuss fiduciary responsibilities and issues of which to be aware.
  • Clarify the limiting effects of benefits requirements that define the use of SNTs.
  • Work through legal ethics dilemmas you will likely face in your special needs practice.

Abbreviated Agenda

  1. Setting the Stage: Public Benefits 101
  2. First- vs. Third-Party Special Needs Trusts, and ABLE Accounts
  3. Crafting and Interpreting SNT Provisions and Accompanying Documents
  4. Fiduciary Responsibilities of Trustees
  5. Managing a Special Needs Trust and Working With the Professional Trustee
  6. Legal Ethics of Special Needs Trusts Practice

Related Topics

Product ID 100296

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Setting the Stage: Public Benefits 101

  2. First- vs. Third-Party Special Needs Trusts, and ABLE Accounts

  3. Crafting and Interpreting SNT Provisions and Accompanying Documents

  4. Fiduciary Responsibilities of Trustees

  5. Managing a Special Needs Trust and Working With the Professional Trustee

  6. Legal Ethics of Special Needs Trusts Practice

    1. Attorney Fees and Scope of Representation
    2. Addressing Mistakes and Complaints
    3. Dealing With Guardians and Third Parties
    4. Guarding Confidentiality
    5. Client Mental Capacity Considerations

Who Should Attend

This legal course is designed for attorneys. Accountants, tax professionals, trustees, other fiduciaries, and paralegals will also benefit.

Speakers

C. Blake West
C. Blake
West
Vertical Estate Planning, LLC
Jennifer M McInerney
Jennifer M.
McInerney
McInerney Law
William R Hayes
William R.
Hayes
Hayes & Wilson, PLLC
Speaker bio
C. Blake West

C. Blake West

Vertical Estate Planning, LLC
C. Blake West

is a member of Vertical Estate Planning, LLC. He practices estate planning and elder law, including VA benefit, Medicaid planning, special needs provisions and asset protection. He also deals with estate related tax issues. Mr. Blake is a frequent lecturer and past vice president and president of Cullman County Bar Association. He was also on the Advisory Council for Elder Law Section of the Alabama State Bar in 2020-2022. He earned his B.S. degree from Auburn University and his J.D. degree from Birmingham School of Law.

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Speaker bio
Jennifer M McInerney

Jennifer M. McInerney

McInerney Law
Jennifer McInerney

is an attorney with McInerney Law, where her practice is focused in estate planning, primarily for families with special needs children. She is licensed to practice in Alabama and Mississippi. Ms. McInerney is the founding member and co-president of the Board of Directors of Special Siblings, which provides support for children with special needs siblings. She currently serves as the president of the Board of Directors of the Jefferson County Intellectual and Developmental Disability Authority. Ms. McInerney is a member of the Board of Directors for Down Syndrome Alabama, Shelby Humane Society and 25:35. She earned her B.A. degree, magna cum laude, as well as her M.A. degree, summa cum laude, from the University of Alabama at Birmingham. Ms. McInerney earned her J.D. degree from Indiana University School of Law and her LL.M. degree in taxation from Washington University in St. Louis.

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Speaker bio
William R Hayes

William R. Hayes

Hayes & Wilson, PLLC
William Hayes

is a partner in the law firm of Hayes & Wilson, PLLC. He is a frequent speaker on estate planning, wills and trusts, probate, charitable gifting, disability planning, elder law and Medicaid. Mr. Hayes has served the Houston Bar Association as co-chair of the Elder Law Committee, and chair of the Fee Dispute Committee for which he was honored with the HBA Presidents Award. He is board-certified in estate planning and probate by the Texas Board of Legal Specialization. Mr. Hayes is a member of the State Bar of Texas, Houston Estate and Financial Forum, Houston Business and Estate Planning Council, Attorneys in Tax and Probate, and Disability and Elder Law Attorneys Association. He earned his B.B.A. and J.D. degrees from the Southern Methodist University.

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