Credit Details
Credit Hours:
1.00
Specialty Area:
None
Credit Type:
General
Original Air Date:
March 6, 2025
Credit Eligible In:
California
Are you an attorney advising a client recently appointed as a trustee for a special needs trust? Is your client wondering if he or she has the knowledge or ability to serve in this role?
Or maybe your client is a parent, caregiver and/or conservator drafting an estate plan and wondering whether to include a special needs trust and who to appoint as trustee?
Join special needs attorney and advocate Annette Hines to learn the basics of administering a special needs trust. She will address topics including:
· Investment Allocations,
· Taxation of Special Needs Trusts,
· Working with Beneficiaries,
· Avoiding Problems with Social Security and other Public Benefits, and
· What to Do If Things Go Wrong!
Gain insight on how to advise your clients on administering special needs trusts and gain clarity about how they are created, what types of assets can be placed in them, how they are managed, who manages them and other important considerations for those serving in the role as trustee.
Annette Hines is a dedicated attorney, advocate, and author with over two decades of experience in Special Needs, Elder Law, and Estate Planning. Her firsthand experience navigating the challenges of special needs care and planning inspired her to devote her career to helping families find the support they need. She founded the Special Needs Law Group of Massachusetts and later expanded her efforts by launching Special Needs Family Services, offering specialized trust administration, guardianship support, and case management services. Annette’s mission is to create a comprehensive support system for individuals with disabilities and their families, ensuring they have the resources, guidance, and confidence to plan for the future.
Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.
This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.
Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.
Live Webinars are free for all members. OnDemand is free for members at the Sustainer or higher level. Economy members pay the full rate.
BHBA has been a leader in the legal profession, advocating for justice, and serving the community since 1931, including founding groundbreaking public interest programs and becoming a nationally recognized provider of quality CLE programs and innovative member benefits. Lead. Advocate. Serve.
