SUPPLEMENTAL AND SPECIAL NEEDS TRUSTS
On Demand Seminar
ITEM #:  1725411901   |   EVENT CODE:  267756    |   CREDIT STATUS:  APPROVED
STANDARD PRICE
$175.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

Available 24/7

To claim CLE credit, view by:  February 6, 2021

Note that Minnesota-licensed attorneys may earn up to 15 hours of their 45-hour requirement each reporting period by viewing on demand seminars. Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.

Supplemental and Special Needs Trusts – Establishing, Administering, Amending, and Defending

Originally presented:  December 12, 2018     |     Course length:  3.0 hours

Creating supplemental and special needs trusts – What are they and how do you pick the right one?

  • How to choose the right trust type/structure
  • Clarifying the beneficiary’s future needs
  • Protecting public benefits eligibility

Keys to administration – maximizing benefits

  • Choosing the trustee, co-trustees, and/or successor trustees
  • Building flexibility into the trust language
  • Planning for key tax considerations
  • Is an ABLE account an option?

Potential pitfalls – how to avoid problems and fix them

  • Social Security challenges
  • Medical Assistance
  • Decanting

Includes:
A Chart Comparing the Supplemental Needs Trust, Special Needs Trust, Pooled Trusts ABLE Account and a Sample Permissible Expenditures List

– Lori Guzmán; Guzmán Law Firm, P.A.; Apple Valley
– Eric Jonsgaard; First Fiduciary Corporation; Eagan

$175

Other discounts that may apply:

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE has applied to the Minnesota State Board of CLE for 3.0 standard CLE credits. The maximum number of total credits you may claim for attending this program is 3.0 credits.

Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.

STANDARD PRICE
$175.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
ADDITIONAL RECOMMENDATIONS FOR YOU (10 items):