Members Only Study Group: Special Needs Trust

Jun 30, 2011 3:00pm -
Jun 30, 2011 4:00pm
(GMT-5)

Event Description

Special Needs Trust

Presenter: Harry Margolis

 

Virtually every family has a member who has special needs and requires extra care. These families also need extra care in their estate planning to make sure that their special family member continues to thrive even after his or her parents have passed away. Their estate plans need to provide for management of assets left to the family members and continued eligibility for vital public benefits such as Medicaid, Supplemental Security Income and subsidized housing.

This program will discuss the guiding principals and elements of the main tool used for this type of planning, the special needs trusts. It will include a discussion of the main public benefits programs, the principal features of special needs trusts, choice of trustees, and the differences between third-party, self-settled and pooled trusts.

Harry S. Margolis founded ElderLaw Services, the predecessor of Margolis & Bloom in June 1987. Prior to that, he was an associate with Palmer & Dodge in Boston. He is a graduate of Swarthmore College and the New York University School of Law. Attorney Margolis is editor of The ElderLaw Report, a monthly newsletter for attorneys, and was the founding general editor of The ElderLaw Portfolio Series, a compilation of in-depth studies on various aspects of elder law. Both are published by Aspen Law & Business. He is the author of the ElderLaw Forms Manual and publisher of the ElderLaw News, a quarterly newsletter for the firm's clients. He is also a Fellow and former member of the Board of Directors of the National Academy of Elder Law Attorneys, founding President of the Academy's Massachusetts Chapter and has been named a Super Lawyer since 2005. Attorney Margolis has served on the adjunct faculty of Boston College Law School. He is the founder and president of ElderLawAnswers and a founder of the Academy of Special Needs Planners.

 

 

 

Elder Law Study Group Series Sponsored by:

 


Event Type:Study Group
Category:Study Group
Early registration ends on Apr 20, 2011.
Regular registration starts on Apr 21, 2011 and ends on Jun 30, 2011.
Late registration starts on Jul 01, 2011.
(GMT-05:00) Eastern Time (US & Canada)