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Using Third-Party SNTs to Ease the Lives of Beneficiaries with Disabilities
Third-party SNTs have many non-obvious uses helpful in planning for family assets and providing for children with disabilities. This fast-paced guide gives you a mile-high view of its potential and some practical tips for its application. Refine your planning techniques - register today!
This legal course offers an overview of third-party SNTs and is designed for attorneys. Accountants, trustees, estate planners, paralegals and legal staff will also benefit.
12:00 am to 1:00 pm Eastern Standard Time
Presenter: Jane M. Fearn-Zimmer
This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program may qualify for up to 1.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethical considerations.
NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This program is designed to qualify for 1.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is an Intermediate level program presented in a group internet-based setting. Accounts should have a basic understanding of special needs trusts. No advanced preparation is required. Upon completion of this course, attendees should be able to: 1. List three types of SNTs. 2. Provide three examples of SNT provisions. 3. Recall at least one tax issue associated with 3rd party SNTs. Field(s) of Study -- Specialized Knowledge.
JANE M. FEARN-ZIMMER is a shareholder with Flaster Greenberg, P.C., in Cherry Hill, New Jersey. She dedicates her practice to serving clients in the areas of elder and disability law, special needs trusts, asset protection, tax and estate planning, and estate administration. Ms. Fearn-Zimmer is the editor of The Elder Law Report, Including Special Needs Planning. In New Jersey, she is also recognized as a leader in the area of using Medicaid compliant annuities. She filed three separate federal district court lawsuits against the State of New Jersey on behalf of clients who used Medicaid compliant annuities in order to allow clients obtain Medicaid eligibility to assist in covering their long term care costs. Each of the three cases involved the purchase of an immediate annuity pursuant to applicable Medicaid law in order to achieve Medicaid eligibility. In each case, the state of New Jersey denied Medicaid benefits. Ms. Fearn-Zimmer has presented on tax, special needs planning, Medicaid planning, guardianships, and estate planning topics. Representative publications include Planning with Medicaid Annuities, Estate and Financial Planning Council of Southern NJ, November/December 2014; Gay Marriage in Transition: Recent Developments in the Legal Rights of Same-Sex Couples, 183 N.J.L.J. 95 (January 9, 2006); and Special Needs Trusts Update, Estate and Financial Planning Council of Southern NJ, September/October 2010. She was a former federal judicial clerk to the Honorable John S. Unpingco, Chief Judge of the District Court of Guam, where she served on the Civil and Criminal Justice Reform Act Committees for the District of Guam. Ms. Fearn-Zimmer has been admitted to the New Jersey Bar since 1996, and previously practiced civil litigation in New Jersey. She is a member of the New Jersey State Bar Association, the New Jersey Chapter of the National Academy of Elder Law Attorneys, the Burlington County Bar Association, the Gloucester County Bar Association, and is a former chair of the New Jersey State Bar Association Elder and Disability Law Section. Ms. Fearn-Zimmer earned her B.A. degree from Chestnut College, LL.M. degree in taxation, with distinction, from Temple University and earned her J.D. degree from Rutgers School of Law.
$189 / Each Additional