Trusts, Estates & Probate

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Special Needs Trusts: Protecting Clients' Benefits

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1.5 Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Approved 1.5 Total
Idaho CLE Pending 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Pending 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Pending 1.5 Total
North Carolina CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Virginia CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Approved 1.5 Total
Delaware Certified Paralegal Program Approved 1.5 Total
Florida Registered Paralegal Approved 2 Total
Indiana Paralegal CLE Approved 1.5 Total
Montana CLE Credit for Paralegals Approved 1.5 Total
North Carolina Continuing Paralegal Education Approved 1.5 Total
New Mexico Paralegal Division, State Bar of Approved 1.5 Total
Ohio Certified Paralegals Approved 1.5 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1.5 Total
Live Online
1 hours 30 minutes
P. Glen Smith
With P. Glen Smith from Lifescape Elder Care Law & Estate Planning, LLC

Tue, Dec 29, 00:00 AM – 00:00 PM

Product ID 102822

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Course Includes
$229

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

When One Wrong Word Costs a Lifetime of Benefits

Special needs trusts sit at the intersection of public benefits law, tax planning, and family dynamics: get it wrong, and a client's disability benefits disappear overnight. This practical course will help you make the critical decisions in choosing, drafting, and coordinating SNTs with confidence, covering eligibility traps, critical trust language, and the trustee obligations that keep benefits intact. Register today!

  • Draft SNT provisions that hold up to benefits-agency scrutiny.
  • Avoid the eligibility pitfalls that jeopardize a client's public benefits.
  • Advise trustees on qualified expenses with confidence.
  • Balance family dynamics without compromising trust integrity.
  • Integrate SNT planning seamlessly into your broader estate planning practice.

Abbreviated Agenda

  1. Disability Benefits Eligibility and Coverage Restrictions
  2. Types of Special Needs Trusts
  3. Critical SNT Provisions (With Sample Language)
  4. Balancing the Needs of Beneficiaries With and Without Disabilities
  5. Coordinating SNTs With Other Tax and Estate Planning
  6. What Trustees Need to Know About Qualified Expenses and Protecting Benefits

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102822

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1.5 Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Approved 1.5 Total
Idaho CLE Pending 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Pending 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Pending 1.5 Total
North Carolina CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Virginia CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Approved 1.5 Total
Delaware Certified Paralegal Program Approved 1.5 Total
Florida Registered Paralegal Approved 2 Total
Indiana Paralegal CLE Approved 1.5 Total
Montana CLE Credit for Paralegals Approved 1.5 Total
North Carolina Continuing Paralegal Education Approved 1.5 Total
New Mexico Paralegal Division, State Bar of Approved 1.5 Total
Ohio Certified Paralegals Approved 1.5 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1.5 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Special Needs Trusts: Protecting Clients' Benefits

    1. Disability Benefits Eligibility and Coverage Restrictions
    2. Types of Special Needs Trusts
    3. Critical SNT Provisions (With Sample Language)
    4. Balancing the Needs of Beneficiaries With and Without Disabilities
    5. Coordinating SNTs With Other Tax and Estate Planning
    6. What Trustees Need to Know About Qualified Expenses and Protecting Benefits

Who Should Attend

This legal guide is designed for attorneys. Experienced care professionals and paralegals will also benefit.

Speakers

P. Glen Smith
P. Glen
Smith
Lifescape Elder Care Law & Estate Planning, LLC
Speaker bio
P. Glen Smith

P. Glen Smith

Lifescape Elder Care Law & Estate Planning, LLC
P. Glen Smith

is the founder and lawyer at Lifescape Elder Care Law & Estate Planning, LLC. He specializes in elder law, estate planning, special needs planning, mediation, and long-term care planning. Mr. Smith is a member of the National Academy of Elder Law Attorneys, Academy of Special Needs Planners and ElderCounsel. He is an accredited attorney by the Veterans Administration. Mr. Smith earned his MDiv degree from Nazarene Theological Seminary and his J.D. degree from University of Memphis-Cecil C. Humphreys School of Law.

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