Utilizing SNTs for Persons with Disabilities
Elder Law and Special Needs Section
Committee on Continuing Legal Education
6.0 TOTAL CREDITS in professional practice.
This advanced-level program has been approved for MCLE credit in New York for all attorneys, except those who are newly admitted (less than 24 months).
Below is a list of dates and locations for the program. Click on the date for more information and/or to register.
Wednesday, April 29, 2015 - Melville Marriott, Melville, LI
Wednesday, April 29, 2015 - Holiday Inn Rochester Airport, Rochester
Tuesday, May 5, 2015 - Radisson Martinique on Broadway, New York (also available via webcast)
Tuesday, May 12, 2015 - Elmwood Country Club, White Plains
Friday, May 15, 2015 - Albany Marriott, Albany
Friday, May 29, 2015 - Sheraton Syracuse University Hotel, Syracuse
In many cases, effective representation of a client with a disability involves the drafting and administration of Supplemental (Special) Needs Trusts, or SNTs. 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 program will address a comprehensive cross-section of such issues faced by attorneys practicing in this area, including an overview of how SNTs can be used, practical tips on effectively drafting SNTs, and an examination of the types of SNTs to use in different situations – pooled community trusts, SNTs in Article 81 and 17A Proceedings, or using SNTs for personal injury settlements and inheritances. The program will also discuss how the counselor should be advising the trustee of an SNT and the parameters of the trustee’s role.
Experienced elder law practitioners who are very familiar with SNTs and with the issues arising with their use comprise the faculty at each location.