Event Calendar

Live Teleseminar: Client Incapacity & Special Needs Trusts

Date: July 9, 2009
Time: 1:00p.m. - 2:00p.m.

For more information and to register please click here

About the Seminar
Special Needs Trusts are special types of trusts that preserve the eligibility of the disabled for Medicare and Medicaid benefits even though they may have other personal or family resources available for their support. SNTs are used by parents to provide for their disabled children or by persons who have become disabled to provide for their own long-term care.  There are different types of trust, each with their own eligibility standards and potential traps.  This program is designed to provide you a practical guide to using SNTs : planning for and administering trusts, integrating them into larger estate plans, and drafting tips and common traps for the planner and clients.

·          Types of Special Needs Trusts (SNTs)
·          Eligibility standards
·          Drafting tips and traps
·          Integration of special needs trusts within larger estate plans of family
·          Selecting trustees and pooled trusts
·          Administration of SNTse

About the Speaker
Ronald R. Cresswell is a partner in the Dallas office of Locke Lord Bissell & Liddell LLP, where he has 40 years experience planning, drafting and implementing estate planning documents, administering those plans, and them before the IRS and state administrative agencies, and representing clients in probate and fiduciary litigation. He Cresswell has a subspecialty in planning for incapacity, special needs trusts and the provision of long-term medical care.  Mr. Cresswell is a Fellow of the American College of Trust and Estate Counsel and is listed in “Who’s Who in American Law.”  He formerly served as president of the Dallas Estate Planning Council and former chair of the Probate, Trusts & Estate Section of the Dallas Bar Association.  Mr. Cresswell received his B.A. from the University of Texas at Austin, his J.D. from the University of Texas School of Law, and his LL.M. in taxation from Georgetown University Law Center .

 Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE credit hour.

Event Type: Teleseminar