This CLE course will cover the basics of Special Needs Trusts for trustees and legal professionals. These types of trusts are a vital component of estate plans when clients have beneficiaries with disabilities.
Christi L. Fried and Bryn Poland will cover all of the topics that will help you provide you – and your clients – with peace of mind when it comes to special needs trusts. The main topics discussed include: including in-kind support & maintenance, income and managing client expectations. Additional topics: ABLE Accounts, SSI Income Rules, social security payments, pensions, unearned income, in-kind income, deemed income, SSI Reporting best practices, providing shelter to a beneficiary, shelter expenses, managing beneficiaries, the beneficiary’s “qualified disability expenses” (QDE), QDE housing, accounting best practices and how ABLE Accounts work with special needs trusts (SNTs).
Christi L. Fried, MSSC, NCG is the President of Continental Trust Services, LLC which serves the needs of physically injured clients nationwide. Bryn Poland, Esq. is past president of the Elder Law Committee of the Houston Bar Association (HBA) and a member of the CLE Committee.