Co-produced with Wispact and the Elder Law Section of the State Bar of Wisconsin
Earn their trust
Your elderly and disabled clients count on you to protect them at crucial and sometimes trying times in their lives. Help ensure they have the resources they need and remain eligible for public benefits. Wispact Update 2019 keeps you on the leading edge of developments affecting your elderly and/or disabled clients who receive medical assistance or other entitlement benefits.
This popular program presented by Wispact, the Elder Law Section, and State Bar of Wisconsin PINNACLE will prepare you to:
- Determine when clients need a pooled or community trust
- Decant and modify a Special Needs Trust (SNT)
- Understand the formal and informal determinations of disability
From creation to distribution, experienced presenters delve into common scenarios regarding the basic administration of Wispact accounts.
Most SNTs focus on preserving benefits. National presenters Stephen W. Dale and Professor Roberta Flowers explain how trusts can provide a better quality of life for the beneficiary when that focus shifts to care management. Explore the different management models you should consider, and learn ways to incorporate them in your next trusts.
Combining ABLE accounts with SNTs can provide your clients additional support options. Understand how these resources are currently being used together and how recent developments affect that relationship. Then, look at the significance and functionality of SNT to ABLE transfers, and discuss the steps you should take when selecting an ABLE program for your clients.
Don’t miss this chance to gain valuable insights from nationally recognized speakers and trust professionals at Wispact Update 2019. Register now!