Drafting Special Needs Trusts for Vulnerable Clients Out of Stock

 

Convenient, timely, reliable, and affordable...

 

This program is presented by Web Credenza, an online CLE provider, in partnership with CBA-CLE.  
 
This topic may have been previously offered in 2022 (or earlier).  
 
- Planning and drafting issues with Special Needs Trusts
- Types of SNTs and eligibility standards
- Relationship of SNTs to public benefits – Social Security, Medicare, Medicaid, SSI
- Key considerations in drafting distribution clauses
- Choosing individual and institutional trustees, and the use of “pooled trusts”
- Administrative issues in SNTs
 
Faculty: Martha C. Brown, Martha C. Brown & Associates LLC, St. Louis, MO
 
   
CBA-CLE will email webcast access information to registrants 24-48 hours before the program. Course materials are provided in PDF format to all audio webcast participants.    
   
Home studies will be available approximately 2-3 weeks following the live program.    
   
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.    
   
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.      
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
 
  •   Standard Price
    $89.00 USD
  •   Member Price
    $59.00 USD
  •   General Credits
    1.00
  •   Ethics Credits
    0.00
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
 
Click to Add to Cart or Visit Fastcase

To access the PDF:

1. Log in to the CLE Dashboard.

2. Scroll down until you see DASHBOARD-AT-A-GLANCE.

3. Click on the BOOKS tab and find the title.

4. Click on the book icon labeled Download. The product will download as a zip file.

How to open the Zip file:

1. Save the downloaded .zip file to your hard drive

2. Right click on the file and select Extract All – this will open an extraction wizard.

3. Click Next and then select the location to extract the files to on your computer.

4. Click OK.

5. Click Next to begin the extraction process.

6. Click Finish when complete.

7. You will now have a folder on your hard drive containing a PDF version of your book and, if applicable, a folder with Word and PDF versions of the accompanying forms