Special needs trusts permit beneficiaries to maintain eligibility for need-based, or means-tested, government benefits such as Supplemental Security Income (SSI) and Medicaid. The trust funds are used to provide goods and services to the beneficiary which are not otherwise covered by these benefit programs. This live audio conference will help you learn when the use of a special needs trust is appropriate to protect a beneficiary's assets, or the assets of a third-party, while still maintaining the beneficiary's eligibility for need-based government benefits. You will also learn how to draft a special needs trust, including the differences between first-party and third-party special needs trusts, and tips for administering a special needs trust properly.

• Partner in Dinsmore & Shohl LLP’s Family Wealth Planning Practice Group
• Extensive experience in handling special needs trusts matters for clients
• Worked with an array of financial institutions, banks and individuals in setting up special needs trusts, leveraging her knowledge of trust and estate law to craft an appropriate strategy to fit each situation
• Handled a wide variety of cases where injury settlements necessitate the establishment of a first-party special needs trust
• Established multiple special needs trusts for children and families who have received settlements as a result of medical malpractice lawsuits
• Has significant experience with third-party special needs cases, such as managing the estate planning process for parents with special needs children and setting up the proper framework within the trust to ensure the children are cared for after the parents have passed away
• Served as a featured speaker at the West Virginia Association for Justice 2011 Midwinter Convention and Seminar, where she addressed special needs trusts and the challenges that often accompany them
• Has been named a Super Lawyers Rising Star

• CFP
• CLE (Please check the "Detailed Credit Information" page for states that have already been approved)
• CPE
• Enrolled Agents
• Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.