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State Bar of Wisconsin PINNACLE

8.0

December 31, 2015

On Demand

Member Price:
$219.00
Non-Member Price:
$249.00
Qty:    $249.00
 

 
WisPACT Update 2014
  • CA2114D

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Sponsored by:

Wispact
Krause Financial

About the Program

If your practice involves elderly or disabled clients, you need to know what happens to WisPACT under the new trust code

Who should watch:

  • Elder law attorneys
  • Adult & minor GALs
  • Estate planners
  • Probate attorneys
  • Family law attorneys
  • General practice attorneys
  • Social security attorneys

How you’ll benefit:

  • Receive tips for setting up and administering Special Needs Trusts
  • Understand the implications of the Affordable Care Act and the Wisconsin Uniform Trust Code legislation
  • Receive updates on new case law
  • Know how to make distributions that enhance the quality of life and maximize public benefits

WisPACT Update 2014 isdesigned to keep you on the leading edge of change. This annual update covers issues surrounding pooled and community trusts, especially important this year because of the new Wisconsin Trust Code legislation that goes into effect July 1, 2014.

Protect what they have

You’ll learn strategies to improve the lives of your clients receiving medical assistance or other entitlement benefits without adversely affecting their support services:

  • Become current on pooled trust investments and fees, Social Security Administration policies, and planning transitions for those with disabilities
  • Learn tips for setting up special needs trusts, new case law, the impact of the Affordable Care Act and the Wisconsin Uniform Trust Code on special needs trusts, and how to make distributions that enhance the quality of life and maximize public benefits for the elderly and disabled

Featured speaker – Money and morality

Hear featured speaker, Renée C. Lovelace, discuss The Moral Side of Special Needs Trusts:  How to Protect Beneficiaries Through a Lifetime of Care. Attorney Lovelace will explain how each special needs trust beneficiary is different, and although each client needs efficient standardization of routine and technical steps, they also need a thoughtful and individualized distribution plan. Often lost in the complexity, however, is the trade-off between how long the trust will last and the satisfaction of current needs. Lovelace will:

  • Analyze distribution options based on person-centered planning principles
  • Tackle the challenge of protecting beneficiaries through a lifetime of care

Making a difference

Representing the elderly or disabled clients is a special responsibility, and WisPACT Update 2014 is your golden opportunity to update your knowledge.

Watch today!

What is WisPACT?

The Wisconsin Pooled & Community Trusts (WisPACT) provide for the special needs of persons with disabilities without endangering their eligibility for public benefits or placement on waiting lists. These benefits include entitlement programs such as Supplemental Security Income, Medical Assistance, Social Security Disability Insurance, and Medicare, and home and community-based services, such as the Community Integration, Options, and Support Programs. WisPACT, Inc., a Wisconsin nonprofit corporation, establishes and manages the trusts. [Source: WisPACT.org]

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