New and Changing Planning Options for Beneficiaries With Special Needs
Special needs planning has undergone some significant changes in the past couple years, with new opportunities opening up for improving the beneficiaries' quality of life. Get a firm grip on how to effectively use SNTs and ABLE accounts separately or together. Maximize the use of the grantors' funds to improve the lives of beneficiaries with special needs. Register today!
Determine the current qualifications for SNT grantors, beneficiaries, and assets.
Hear the latest news on the use of ABLE accounts and the state programs available.
Understand recordkeeping requirements for both SNTs and ABLE accounts to ensure compliance.
Explore how SNTs and ABLE accounts can be used together to complement each other.
Clarify what constitutes "qualified disability expenses."
ABLE Act Special Needs Savings Account: Coverage, Benefits, Eligibility Requirements
Special Needs Trusts Overview and Update: Qualified Beneficiaries, Types of SNTs
Using the ABLE Account and a Third-Party Non-Pooled SNT Together
Caren C Jenkins is the principal attorney with Nevada Legacy Law, where her practice areas include probate avoidance, family trusts, living wills/end of life care, charitable gifts, valuation assistance, powers of attorney, incapacity planning, asset protection, special needs trusts, business succession, and real property law. Ms. Jenkins regularly speaks on topics from basic estate planning to more complex applications like SNTs and the ABLE Act. She earned her B.S. degree from Pennsylvania State University, and her J.D. degree from Golden Gate University School of Law.
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 allows 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).
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