Special Needs Trusts 101 (2022 Edition)
Attorney Michael J. Keenan graduated from Binghamton University (B.A. 1994) where he majored in political science and English and from the Quinnipiac University School of Law (J.D. 1997).
$195.00 2 hour CLE
MCLE Credit Information:
Select Your State Below to View CLE Credit Information
Can't Decide Which CLE Progam?
Access All
myLawCLE Programs
Only
$395yr
Annual Subscription includes access to:
- 500+ Live CLE Webinars
- National Hot Legal Topics
- New Laws and Regulations
- State Specific Programs
- All Formats: Live, Replay, & On-Demand
Training 5 or more people?
Sign-up for a law firm subscription plan and each attorney in the firm receives free access to all CLE Programs
Program Summary
This presentation is intended for attorneys who would like to incorporate special needs trusts (SNTs) into their estate planning practice. These types of trusts are a vital component of estate plans when your clients have beneficiaries with disabilities. We will cover all of the topics that will help you provide your clients with peace of mind.
Key topics to be discussed:
- When you should use special needs trusts (SNTs)
- Different types of SNTs
- SNTs and ABLE Accounts
- SNT drafting considerations and sample language
Date: October 24, 2022
Closed-captioning available
Speakers
Michael J. Keenan | Keenan Law, LLC
Attorney Michael J. Keenan graduated from Binghamton University (B.A. 1994) where he majored in political science and English and from the Quinnipiac University School of Law (J.D. 1997). He was admitted to the Connecticut Bar in November of 1997 and the United States District Court of Connecticut in February of 2005. He is a member of the National Academy of Elder Law Attorneys and the Elder Law Section of the Connecticut Bar Association.
Attorney Keenan is a former Executive Managing Editor of the Quinnipiac Probate Law Journal. He has written articles for legal journals and periodicals on his areas of practice. He is a faculty member of the National Business Institute, Strafford Publications, and Rossdale Continuing Legal Education where he regularly educates fellow professionals from across the country on his practice areas via nationally broadcast webinars and live seminars. Please click here for a schedule of Attorney Keenan’s upcoming speaking engagements.
Attorney Keenan currently serves as a member of the Board of Directors and Chair of the Philanthropy Committee for Journey Found in Manchester, Connecticut, a non-profit organization which provides advocacy, housing and community-based support for adults across Connecticut with intellectual disabilities. He is a past Chairman of the Board of Directors for the Glastonbury Chamber of Commerce, the former Family & Community Engagement Officer of the Connecticut River Valley Chamber of Commerce and currently serves on its Board of Trustees.
Agenda
I. When you should use special needs trusts (SNTs) | 2:00 pm – 2:30 pm
II. Different types of SNTs | 2:30 pm – 3:00 pm
Break | 3:00 pm – 3:10 pm
III. SNTs and ABLE Accounts | 3:10 pm – 3:40 pm
IV. SNT drafting considerations and sample language | 3:40 pm – 4:10 pm
Other Webinars You May Like
-
Ethical Issues in Trusts and Estates Practice: A Surrogate’s Court Litigator’s Perspective for NY AttorneysIrma Nimetz | McCarthy Fingar
Live Video Broadcast on October 5, 2023
-
-
Introduction to State and Local Taxation 2023 (presented by NYU School of Professional Studies) (Day-2)
Jeffrey A. Friedman, Esq | Eversheds Sutherland US
Lynn A. Gandhi, Esq | Foley & Lardner
Eric M. Anderson, Esq | Andersen Tax
Timothy A. Gustafson, Esq | Eversheds Sutherland US
Todd A. Lard, Esq | Tax Executives Institute
Michael J. Semes, Esq | BakerHostetler
David Yanchik, Esq | KPMG
Elizabeth S. Cha, Esq | Eversheds Sutherland US
Cyavash N. Ahmadi, Esq | Eversheds Sutherland US
Maria M. Todorova, Esq | Eversheds Sutherland US
Jeremy P. Gove, Esq | Eversheds Sutherland US
Chelsea E. Marmor Esq | Eversheds Sutherland US
John Ormonde, Esq | Eversheds Sutherland US
Todd G. Betor, Esq | Eversheds Sutherland US
Kimberly A. Krueger, Esq., CPA | PwC
Valerie C. Dickerson, J.D., CPA | Deloitte Tax
Leonore Heavey, Esq | Council On State Taxation
Marilyn Wethekam, Esq | Council On State Taxation
Andrew Jay Maschas, Esq | Comptroller of Maryland
-
Introduction to State and Local Taxation 2023 (presented by NYU School of Professional Studies)
Jeffrey A. Friedman, Esq | Eversheds Sutherland US
Lynn A. Gandhi, Esq | Foley & Lardner
Eric M. Anderson, Esq | Andersen Tax
Timothy A. Gustafson, Esq | Eversheds Sutherland US
Todd A. Lard, Esq | Tax Executives Institute
Michael J. Semes, Esq | BakerHostetler
David Yanchik, Esq | KPMG
Elizabeth S. Cha, Esq | Eversheds Sutherland US
Cyavash N. Ahmadi, Esq | Eversheds Sutherland US
Maria M. Todorova, Esq | Eversheds Sutherland US
Jeremy P. Gove, Esq | Eversheds Sutherland US
Chelsea E. Marmor Esq | Eversheds Sutherland US
John Ormonde, Esq | Eversheds Sutherland US
Todd G. Betor, Esq | Eversheds Sutherland US
Kimberly A. Krueger, Esq., CPA | PwC
Valerie C. Dickerson, J.D., CPA | Deloitte Tax
Leonore Heavey, Esq | Council On State Taxation
Marilyn Wethekam, Esq | Council On State Taxation
Andrew Jay Maschas, Esq | Comptroller of Maryland
-
Advanced Trust & Estates 2023 (presented by NYU School of Professional Studies) (Day - 2)
Brad J. Richter, Esq | Fried, Frank, Harris, Shriver & Jacobson
Wendy Wolff Herbert, Esq | Fox Rothschild
Melissa A. Terranova, Esq | Fox Rothschild
Norman Lencz, Esq | Venable
Eduardo S. Chung, Esq | Mazars USA
Timothy Evans, Esq | Mazars USA
Joseph P. Scorese, Esq | Sills Cummis & Gross P.C.
Paulina Mejia, Esq | Fiduciary Trust Company International
Sharon L. Klein | Wilmington Trust
Jerome M. Hesch, Esq | Meltzer, Lippe, Goldstein & Breitstone
N. Todd Angkatavanich, Esq | McDermott, Will & Emery
George D. Karibjanian | Franklin Karibjanian & Law, PLLC
Richard H. Greenberg, Esq., CPA | Greenberg & Shulman, Attorneys at Law
Eric M. Fischer, Esq | Skadden, Arps, Slate, Meagher & Flom
-
Advanced Trust & Estates 2023 (presented by NYU School of Professional Studies)
Brad J. Richter, Esq | Fried, Frank, Harris, Shriver & Jacobson
Wendy Wolff Herbert, Esq | Fox Rothschild
Melissa A. Terranova, Esq | Fox Rothschild
Norman Lencz, Esq | Venable
Eduardo S. Chung, Esq | Mazars USA
Timothy Evans, Esq | Mazars USA
Joseph P. Scorese, Esq | Sills Cummis & Gross P.C.
Paulina Mejia, Esq | Fiduciary Trust Company International
Sharon L. Klein | Wilmington Trust
Jerome M. Hesch, Esq | Meltzer, Lippe, Goldstein & Breitstone
N. Todd Angkatavanich, Esq | McDermott, Will & Emery
George D. Karibjanian | Franklin Karibjanian & Law, PLLC
Richard H. Greenberg, Esq., CPA | Greenberg & Shulman, Attorneys at Law
Eric M. Fischer, Esq | Skadden, Arps, Slate, Meagher & Flom
