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Implementation of Special Needs, Pooled Disability, Pet & Gun Trusts

Master your command of trusts

  • Product Number: 2190187RB1
  • CLE Credits, earn up to:
    3 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description
  • Agenda & Materials
  • Faculty
  • Product Description

    Product Description

    Understanding the different types of trusts—and when to utilize them—is an essential component to estate planning practice. Additionally, skillfully explaining the purposes and key clauses of various trusts to potential clients provides the basis for giving your client the information they need to make an informed decision. 

    Throughout this seminar, experienced practitioners guide you through the entire process from choosing which trust best fits your clients’ needs by understanding the requirements for maintaining eligibility for public benefits, to tailoring specific language for each trust to meet your clients’ specific goals. The panelists provide details on preparing and administering trusts so you feel confident utilizing these trusts in your daily estate planning practice.

  • Agenda

    Agenda & Materials

    • 2:00 p.m. - 2:15 p.m.

      Welcome and Introduction

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      Panel
    • 2:15 p.m. - 3:15 p.m.

      Special Needs & Pooled Disability Trusts

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      1. Self-Settled Special Needs Trusts
        • a. (d)(4)(A) Trusts
        • b. (d)(4)(C) Trusts
        • c. Self-Settled Trusts
      2. Third Party Trusts
        • a. Sole Benefit Trusts
        • b. Special Needs Trusts
      3. Public Benefits
        • a. Medicaid (MassHealth)
        • b. SSI
      4. Choosing which trust best fits your clients' needs
        • a. Implementation of the trusts
      Michael A. Stankavish, Esq., North Shore Elder Law & Estate Planning , Melrose
    • 3:15 p.m. - 3:30 p.m.

      Networking and Refreshment Break

    • 3:30 p.m. - 4:00 p.m.

      Pet Trusts & Estate Planning for Companion Animals

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    • History of pet trust legislation and famous cases
    • MA pet trust statute
    • MUTC with pet trust statute incorporated
    • Guidance for estate planning attorneys
    • Guidance for trustees of pet trusts
    • Federal legislation and public policy considerations
  • 4:00 p.m. - 4:30 p.m.
  • Laws and Regulations
  • Overview of Gun Trusts
  • Benefits of Gun Trusts
  • Drafting Tips
  • 4:30 p.m. - 5:00 p.m.

    "Ask the Experts" Q&A Session

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    Panel
  • Please Note

    MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

  • Faculty

    Cochairs

    Michael A. Stankavish, Esq., North Shore Elder Law & Estate Planning, Melrose

    Faculty

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