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Special Needs Trusts: 2022 Update

  • Keenan Law, LLC 787 Main Street Glastonbury, CT, 06073 United States (map)

Attorney Keenan will participate in a nationally broadcast webinar to discuss the latest in special needs trust law. The webinar is being produced by the National Business Institute and the intended audience is attorneys, accountants, financial advisors, paralegals and other professionals.

Attorney Keenan will cover the following topics:

  • First Party vs. Third Party Special Needs Trusts.

  • Trustee Selection & Trust Administration.

  • What Counts as a “Qualified Expense”?

  • Sample Special Needs Trust Document Review.

  • What Happens if the Beneficiary Moves to a Different State?

  • Tax Implications of Special Needs Trusts.

  • Preserving Benefit Eligibility and Accounting for Medicaid Estate Recovery Rights.

Attorney Keenan will be co- presenting with Attorney Jennifer McInerney of Birmingham, Alabama.

Please click here for registration details.