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NYSBA | Supplemental Needs Trusts - Fall 2007 = 15

Supplemental Needs Trusts - Fall 2007

Non-Member Price:	$260.00
Member Price:	$150.00

Stock Status:	In Stock
Product Code:	80766

Product Description

Elder Law attorneys are becoming increasingly involved with issues affecting younger individuals with disabilities. Indeed, many of the issues that Elder Law clients encounter on a regular basis – diminished capacity, government entitlements, access to long term health care and housing needs – also challenge younger persons with disabilities.

In many cases, effective representation of the younger client with a disability involves the drafting and administration of Supplemental (Special) Needs Trusts. These trusts are used in many different contexts, from protecting litigation proceeds to managing inherited funds for those without capacity, to providing a supplemental source of money to help enhance the lives of individuals with disabilities residing in the community. This recording provides a comprehensive cross-section of issues faced by attorneys practicing in this area, including a brief history of Supplemental Needs Trusts in New York State, drafting tips for both third party and settled trusts, suggestions on working with the personal injury bar, and an overview of some of the important public entitlement programs that serve clients with disabilities and their families.

Program Contents

· Overview and Drafting Tips for Third Party and Self-Settled SNTs

·Summary of Public Benefit Programs Utilized by SNT Beneficiaries

·Pooled Trusts

·Administration of SNTs

·Taxation of SNTs

·Ethical Considerations with SNTs

·Working with the Personal Injury Bar

Program Speakers

Bernard A. Krooks, Esq. (Chair)
Littman Krooks LLP
— White Plains and New York City

Aytan Y. Bellin, Esq.
Petroff & Bellin
—New York City

Valerie J. Bogart, Esq.
Selfhelp Community Services Inc.
—New York, NY

Robert M. Freedman, Esq.
Freedman Fish & Grimaldi LLP
—New York City

Ellyn S. Kravitz, Esq.
Littman Krooks LLP
—New York City

Robert Kruger, Esq.
—New York City

Joan L. Robert, Esq.
Kassoff, Robert & Lerner LLP
—Rockville Centre

Vincent J. Russo, Esq.
Vincent J. Russo & Associates, P.C.
—Westbury

Total MCLE Credits...... 6.5

Ethics MCLE Credits..... 0.5

* Each additional person who uses the tapes for MCLE credit must purchase a copy of the “MCLE coursebook.