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2020 The Basics: Special Needs Trusts & Administration of a Ward's Estate

Review the effect a Conservatorship can have on a person with disabilities on public assistance benefits. Examine the difference between a Self-Settled (First Party) Special Needs Trust and a Third Party Special Needs Trust, as well as their requirements. Compare the duties of the Special Needs Trust trustee and review Pooled Trusts and when they are used.  
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Practice Area:
Trusts, Estate Planning & Probate
Format:
Audio and Video

Description

Review the effect a Conservatorship can have on a person with disabilities on public assistance benefits. Examine the difference between a Self-Settled (First Party) Special Needs Trust and a Third Party Special Needs Trust, as well as their requirements. Compare the duties of the Special Needs Trust trustee and review Pooled Trusts and when they are used.  

Focus Points:  

  • The impact of a Conservatorship on government benefits 

  • How a Special Needs Trust can help pursue benefits 

  • How the Special Needs Trust is established and the types 

Speaker: Christine A. AlsopElder & Disability Advocacy FirmSt. Louis 

 

Self-study does not qualify for Kansas credit.

Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for ethics, elimination of bias or Kansas credit.

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Faculty

2020 The Basics: Special Needs Trusts & Administration of a Ward's Estate

Christine Alsop Related seminars and products: 3

Elder & Disability Advocacy Firm


Christine A. Alsop, owner of The Elder and Disability Law Firm of Christine A. Alsop, LLC has extensive elder law experience as well as significant litigation and advocacy experience. She graduated from Valparaiso University School of Law, where she was honored for her outstanding work in trial advocacy. She has provided advice for both institutional and individual fiduciaries. She regularly represents fiduciaries and family members in contested probate, trust and guardianship matters as well as fiduciary litigation. She is also experienced in helping families with long term care issues, including Medicaid, Veteran’s Benefits, Estate Planning, Asset Protection and Special Needs Trusts. She is a member of both the Missouri and Illinois Bars and is also admitted to practice before the United States Supreme Court. She is a member of the National Academy of Elder Law Attorneys and served as Chair of the Advocacy and Litigation Section of that organization. She has served as a member of the Board of Directors of the local chapter of the National Academy of Elder Law Attorneys and she is a member of the Missouri Association of Trial Attorneys. She is a member of Elder Care Matters Alliance, Elder Counsel and The Academy of Special Needs Planners. She has served as the Chair of the Elder Law Committee for the Missouri Bar. She has served as a member of the Board of Directors of the Mid-East Area Agency on Aging (MEAAA) and as the President of that organization. She has served on the Board of Directors for the Down Syndrome Association of Greater St. Louis (DSAGSL). She currently serves as President of the Board of the St. Louis Chapter of The American Parkinson Disease Association (APDA). Ms. Alsop also taught the Fall Semester of the Elder Law class at St. Louis University School of Law in St. Louis, Missouri along with another elder lawyer colleague. She has presented at numerous seminars for attorneys and other professionals regarding such topics as Medicaid, Capacity and Guardianship, Medicare Set-Asides, Veteran’s Benefits, Elder Abuse, Planning for People with Disabilities, Special Needs Trusts, and Estate Planning