MCLE: Fundamentals of Special Needs Trusts
- Details
Wednesday, May 13, 2020: 12:15 p.m. – 1:15 p.m. - CANCELLED
Providing for the long-term care of a permanently disabled person presents unique legal challenges. In this class, learn the fundamentals of how to set up first- and third-party special needs trusts to preserve eligibility for public benefits, provide needed care, and create a stable arrangement that will protect the special needs beneficiary throughout his or her life.
Class covers:
- Common purposes of special needs trusts (SNTs)
- Self-settled (first-party), third-party, and pooled SNTs: distinctions and differences
- Maintaining eligibility for public assistance benefits such as Medical and Supplemental Security Income (SSI)
- Funding the trust and avoiding tax issues
- Recent changes to the law of SNTs, including ABLE accounts
Earn 1 hour general MCLE credit
Presented by Mina N. Sirkin:
Mina Sirkin is a certified Specialist in Probate, Estate Planning and Trust Law. Mina's primary practice involves trust and conservatorship litigation, as well as special needs trust planning. Licensed since 1992, Mina holds a JD from Whittier Law School and an LLM in Taxation from Golden Gate University Law School. Mina has won the American Jurisprudence Award in Constitutional Law and was a winner of the California Tax Bar Scholarship. When it comes to conservatorships and estates, Mina has served as a media expert to CNN, CNBC, E!, Inside Edition, NPR and other media outlets. Mina has served as court appointed counsel for conservatees since 1994.
Registration fee: $20
Non-refundable, payment reserves spot
Reduced-rate parking options available during registration
Brown bag event, eat your lunch in the classroom! Water and snack provided.
