Improve Beneficiaries' Quality of Life Without Risking Eligibility
Help clients improve the beneficiaries' quality of life without jeopardizing the critical benefits. This essential legal guide to special needs trusts breaks down the process of choosing the right trust structure, drafting key provisions, funding, recordkeeping obligations, and more, Get a firm grip on how to effectively use SNTs to maximize the use of the grantors' funds to improve the lives of beneficiaries with special needs. Register today!
Clarify qualifications for SNT grantors, beneficiaries, and assets.
Comply with recordkeeping requirements for both SNTs and ABLE accounts.
Explore how SNTs and ABLE accounts can be used together to complement each other.
Discover what constitutes "qualified disability expenses."
Learn how to qualify SNTs for the elusive IRA stretch.
Intro to Special Needs Trusts
SNT Drafting Essentials
ABLE Act Special Needs Savings Account: Coverage, Benefits, Eligibility Requirements
Marie Yves N. Jean-Baptiste Esq. is the managing owner of The Saint Yves Law Firm, where she focuses her practice on the areas of estates and trusts, and taxation. Ms. Jean-Baptiste earned her J.D. degree, her Masters of Law in taxation (LL.M.) and an estate planning certificate from the University of Baltimore School of Law. She has extensive experience in the areas of litigation, family law, estate planning, estate administration and probate, income tax preparation, and tax controversy matters. Ms. Jean-Baptiste makes it a part of her practice to assist individuals of the LGBTQIA+ community in the areas of family law, and estates and trusts when confronted with unique challenges, considerations, and issues when exercising legal rights. She is licensed to practice law in Maryland state and federal courts, United States Tax Court, and United States Supreme Court. Ms. Jean-Baptiste prioritizes pro bono activities, lending her services to organizations and individuals across Maryland that are in need. She is the former chairperson for the Baltimore County Bar Association Estates & Trusts Committee, where she coordinated meetings, events and educational programs for her estates and trusts peers. Ms. Jean-Baptiste is a member of the Executive Board for the Harford County Bar Foundation, an organization dedicated to serving members of Harford and Cecil counties.
Jennifer M. McInerney is an attorney with Parmer 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, member of the Board of Directors for the Shelby Humane Society, and member of the Board of Directors for 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.
C. Blake West is a sole practitioner practicing estate planning and elder law, including VA benefits, 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 earned his B.S. degree from Auburn University and his J.D. degree from Birmingham School of Law.
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