Course book included with all formats
Help Your Clients Weigh ALL Their Disability Savings Options
The recent ABLE Act and proposed federal legislation have changed financial planning for disabled clients, with new options potentially offering clients better outcomes with less complexity. Can you determine how ABLE accounts stack up against SNTs and when to use them? Do you have the latest information on benefits eligibility and how it interplays with financial planning for disability? This timely legal course will give you the skills and knowledge to pick the right tool for your clients and execute it impeccably. Register today!
This timely guide to SNTs is designed for attorneys. It will also benefit accountants, trust officers, financial planners, and paralegals.
11:00 am to 2:15 pm Eastern Standard Time
11:00 am - 12:30 pm, Jason Schellack
12:45 pm - 2:15 pm, Patricia E. Kefalas Dudek
This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 3.0 hours of credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.
PATRICIA E. KEFALAS DUDEK is the principal of Patricia E. Kefalas Dudek & Associates and the past chair of the Elder Law & Disability Rights Section of the State Bar of Michigan. Her practice concentrates in elder law, Medicaid, estate planning, estates/trust administration, probate, administrative law and disability advocacy. Ms. Dudek’s practice includes advising and preparing estate planning documents, including special needs trusts; representation in Medicaid hearings to secure appropriate services; administration of estates, trusts, guardianship, conservatorship, and other protective arrangements; and contested litigation in these areas. A prolific writer and lecturer on topics related to Medicaid, alternatives to guardianship and estate planning for people with disabilities, elders and their right to control their support services, Ms. Dudek was the author of the model contracts for Michigan’s Medicaid Self Determination Initiative. These contracts facilitate control over Medicaid service budgets and allow for creative solutions for housing and supports. Another creative solution used by Ms. Dudek on behalf of her clients is the use of a pooled account trust for Medicaid planning. She was the first attorney in Michigan to draft one of these trusts and to secure approval for Medicaid by both the Social Security Administration and the State of Michigan. She has received numerous local and national awards for her advocacy. Ms. Dudek is a contributing author for Representing the Elderly Client and the Special Needs Trust Handbook. Ms. Dudek earned her B.A. degree from Michigan State University and her J.D. degree from the Detroit College of Law (now the Michigan State University School of Law). She is a member of the Academy of Special Needs Planners, American Bar Association, State Bar of Michigan (member, Elder Law and Disability Rights Section), and a fellow of the National Academy of Elder Law Attorneys (NAELA).
JASON SCHELLACK is an attorney and executive director of the Autism Advocacy & Law Center LLC, in Minneapolis, Minnesota. The Autism Advocacy & Law Center LLC was founded in 2009 to assist individuals with disabilities and their families with their legal needs. Mr. Schellack focuses his practice on guardianship, family law, special education law, and criminal defense. He is a qualified neutral under Rule 114 and serves as a mediator in disputed guardianship and family law cases. Mr. Schellack earned his B.A. degree from Hamline University and his J.D. degree from William Mitchell College of Law.
$289 / Each Additional