BUY BUNDLE Special Needs Planning in 2022

BUNDLE INCLUDES:
Bundle Discount:
Special Needs Planning in 2022 – Evening Series (wk1)
Available Online 24/7 CLE: 2 Format: On-Demand
Special Needs Planning in 2022 – Evening Series (wk2)
Available Online 24/7 CLE: 2 Format: On-Demand
Special Needs Planning in 2022 – Evening Series (wk3)
Available Online 24/7 CLE: 2 Format: On-Demand
Special Needs Planning in 2022 – Evening Series (wk4)
Available Online 24/7 CLE: 2 Format: On-Demand
Description

Overview of Special Needs Planning

Learn the basics about special needs planning from who qualifies and how to start.
May-lis Manley, Esq., Landsman Law Group

Spotlight on Social Security and Medicaid Benefits

Review the rules and regulations of Social Security benefits to consider when considering special needs planning (including trusts).
Michael Dalto, Social Security Disability, SSI, Medicare and Medicaid Basics

The Life Cycle of Special Needs Planning

This session will review processes for creating and continuing various resources to assist a disabled person.
Megan Jones, Esq., Megan Rusciano, Esq., Randi Ames, Esq., of Disability Rights Maryland

Types of Special Needs Trusts

Review the several trusts available depending on assets and government benefits.
Mary O’Byrne, Esq. O’Byrne Law Office

Estate and Financial Planning for Client with Special Needs Children

Review the estate planning considerations when creating a special needs trust.
Sage Hart, Esq. O’Byrne Law Office
Monty Knittle, Harbor Investment Advisory, LLC

General Trust Administration

Review the tasks and responsibilities of administering a trust.
Edward Biggin, Esq., Landsman Law Group

Managing Real Estate in a Trust

Review the tasks and responsibilities of administering a trust that contains real estate including tax obligations.
Richard Winelander, Esq., Winelander Law Group

Advanced Trust Administration Panel Discussion

Join the panel of practitioners to discuss advanced trust administration and options for special needs trusts.
May-lis Manley, Esq., Landsman Law Group
Mary O’Byrne, Esq. & Sage Hart, Esq., O’Byrne Law Office
Richard Winelander, Esq., Winelander Law Group
Denise Fike, First Maryland Disability Trust

Moderated by Edward Biggin, Esq., Landsman Law Group

Course Level
TBD
Professional Area of Focus
Elder Law
Estate and Trust Law
Disability Law
CLE Field of Study
Continuing Education Legal Credit
8
Instructor(s)
May-Lis Manley Megan Jones Megan Rusciano Randi Ames Mary O'Byrne Sage Hart Edward Biggin Richard Winelander Denise Fike
Included Courses
Available Online 24/7
Special Needs Planning in 2022 – Evening Series (wk1)

Instructor(s): May-Lis Manley
Format: On-Demand
CLE: 2
Course Details
Available Online 24/7
Special Needs Planning in 2022 – Evening Series (wk2)

Instructor(s): Megan Jones, Megan Rusciano, Randi Ames
Format: On-Demand
CLE: 2
Course Details
Available Online 24/7
Special Needs Planning in 2022 – Evening Series (wk3)

Instructor(s): Mary O'Byrne, Sage Hart
Format: On-Demand
CLE: 2
Course Details
Available Online 24/7
Special Needs Planning in 2022 – Evening Series (wk4)

Instructor(s): Mary O'Byrne, Edward Biggin, Richard Winelander, May-Lis Manley, Denise Fike
Format: On-Demand
CLE: 2
Course Details

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Special Needs Planning in 2022