*Co-produced with WisPACT and the Elder Law Section of the State Bar of Wisconsin
Especially about special needs
Whether creating a Special Needs Trust or setting up a guardianship, lawyers working on behalf of elderly or disabled clients are invaluable guides for people during crucial, challenging times in their lives.
WisPACT, the Elder Law Section, and State Bar of Wisconsin PINNACLE® invite you to our annual update designed to keep you on the leading edge of developments affecting clients who receive medical assistance or other entitlement benefits.
You’ll find advice and direction from veteran elder law attorneys on topics important to practitioners with special needs clients, including:
- Best practices for reporting to the Social Security Administration and Medicaid
- The latest Social Security Administration changes impacting lawyers
- Views on guardianships and supported decision making for adults with diminished capacity
Superior special needs trusts updates
Take a closer look at recent regional and national cases involving Special Needs Trusts and find out what they mean for your practice and clients. Our panel of experienced practitioners will share their tips for counseling clients who are considering a Special Needs Trust. In addition, become better acquainted with Third-Party Special Needs Trusts, including:
- When to use one
- Necessary information to gather
- Differences between testamentary, sub-trust, and standalone options
- Tax considerations to know
Pop the cork: decanting trusts
Your client wants to turn an existing trust into a Special Needs Trust. A process called decanting makes that possible. Through decanting, the assets of an existing trust are “poured”, or redistributed, into a new trust, such as a Special Needs Trust. You’ll learn the proper process for decanting a trust into a WisPACT trust.
Equip yourself with essential info
Your clients depend on you to look after their legal welfare. Stay current on the latest trends and tools to help you give them sound counsel at WisPACT Update 2017.