Special Needs Trusts-Special Issues - CLE, Continuing Legal Education - ALI CLE.org
Special Needs Trusts-Special Issues
  • Co-sponsored by The American College of Trust and Estate Counsel (ACTEC)
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Available Online: Online CLE | MP3 Audio Files | Coursebook


ACTEC Logo The American College of Trust and Estate Counsel (ACTEC) is a nonprofit association of lawyers established in 1949. Its members are elected to the College by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors.

Why You Should Attend

Your wealthy client has a child with special needs. Do you know how to help her provide for that child while preserving governmental benefits such as SSI and Medicaid?


Your elderly client wants to fund a trust for his spouse who is disabled. Under what circumstances will such a trust qualify as “special needs” or “supplemental”?


Your client is establishing a long-term trust for family members, one of whom is a grandchild who has been diagnosed with autism and related disorders. What should I consider in drafting such a trust?”


Get answers to these questions and more as experienced practitioners discuss the special issues that differentiate special needs trusts from other kinds of trust instruments. Faculty will discuss the latest issues not only in drafting but also in the very practical aspects of administering special and supplemental needs trusts.

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What You Will Learn

Faculty, all fellows of The American College of Trust and Estate Counsel, will discuss unique elements of special needs trusts that distinguish them from other kinds of trusts, and highlight special areas of concern, so that you will:


Learn about the various government benefit programs that are available for your clients

Receive drafting tips on how to properly draft special needs trusts to provide maximum flexibility for the beneficiary and trustee

Understand the income, gift and estate tax considerations pertaining to special needs trusts

Learn about trust administration issues that arise after the trust has been funded and how to avoid future issues with Social Security Administration.

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Who Should Attend

Estate planning professionals and other attorneys who are looking to better serve their clients and expand their practice into this rapidly growing field should attend this accredited continuing legal education program from ALI CLE.

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Bernard A. Krooks, Littman Krooks LLP, New York City, New York (Moderator)

Robert B. Fleming, Fleming & Curti, P.L.C., Tucson, Arizona

Peggy Sheahan Knee, The Knee Law Firm, LLC, Hackensack, New Jersey

Deborah J. Tedford, Tedford Law Firm, P.C., Mystic, Connecticut

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Program Schedule

All Times Eastern Daylight

12:30 p.m. Program Begins.

Faculty, all Fellows of The American College of Trust and Estate Counsel, will discuss unique elements of SNTs that distinguish them from other kinds of trusts.

2:00 p.m. Program Ends.

Total 60-minute hours of instruction: 1.5; Total 50-minute hours 1.8
For more information on CLE credits for a particular jurisdiction, click on the “Mandatory CLE Credit” link in the box titled, “Course Details,” at the top left of this web page.

Suggested Prerequisite: Two to four years’ experience in estate planning or elder law practice areas

Educational Objective: Acquisition of knowledge and skills to develop proficiency as a practitioner; maintenance of professional competence as a practitioner; provision of information on recent legal developments

Level of Instruction: Intermediate

Click Here for MCLE Credit Information

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Here's what registrants have said about this course:
Very nice job. Thanks for all the hard work that went into this!
This was very helpful!

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Eastern 12:30 pm to 2:00 pm

Central 11:30 am to 1:00 pm

Mountain 10:30 am to 12:00 pm

Pacific & Arizona 9:30 am to 11:00 am

Alaska 8:30 am to 10:00 am

Hawaii 6:30 am to 8:00 am

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Course Details

Real-Time Customer Service