National Teleconference on Special "ABLE" Accounts for Individuals with Disabilities
Dec
27
2:00 PM14:00

National Teleconference on Special "ABLE" Accounts for Individuals with Disabilities

Attorney Keenan will be the sole presenter for a teleconference titled “ABLE Accounts: New Rules and Updates” on December 27, 2019 from 2:00 to 3:30 pm EST. The teleconference will be presented by the National Business Institute and it will be broadcast nationally. The intended audience is attorneys, financial planners, accountants and other professional advisors.

These new ABLE accounts provide an opportunity for certain individuals with disabilities to own and manage a significant amount of funds without jeopardizing eligibility for government benefits.

The agenda for the teleconference is as follows:

  1. New ABLE programs and changes to existing ABLE programs;

  2. The effect of the 2017 tax law on ABLE accounts;

  3. Proposed rules expanding the definition of who can open an ABLE account;

  4. A comparison of state ABLE programs;

  5. How ABLE accounts impact the owner’s eligibility for government benefits;

  6. Current limits on contributions and total maximum amount;

  7. Account management and qualified/non-qualified expenses;

  8. Federal H.U.D. rules on exclusion of ABLE accounts and access to income-based H.U.D. programs;

  9. ABLE accounts and the I.R.S. saver’s credit;

  10. ABLE accounts vs. Special Needs Trusts: pros and cons. Can or should you have both?

If you are interested in registering then please click here for more information.

 

View Event →

Lightning Bug 5K at Lake Terramuggus in Marlborough, CT
Aug
23
6:30 PM18:30

Lightning Bug 5K at Lake Terramuggus in Marlborough, CT

Attorney Keenan will serve as Race Director of the Lightning Bug 5K in Marlborough, CT which takes place on Friday, August 23rd at 6:30pm. This is the inaugural running of an event which will hopefully become a summer classic on the Connecticut road racing circuit. The race is presented by the Connecticut River Valley Chamber of Commerce. Click here for all the details, including registration information. We hope to see you there!

View Event →
National Webinar on Spending Down Assets for Medicaid Qualification
Aug
20
1:00 PM13:00

National Webinar on Spending Down Assets for Medicaid Qualification

Attorney Keenan will participate in a nationally-broadcast webinar with Attorney Kyla G. Kelim of Fairhope, Alabama. The webinar is presented by Strafford Publications and will cover the rules and complexities of spending down your assets in order to qualify for Medicaid (Title 19) as well as provide information on the overall Medicaid program. The intended audience for the webinar is attorneys and accountants. Please click here for more information and to register.

Attorney Keenan has 10 free registrations to share with fellow attorneys and an unlimited number of 50% fee discounts for clients. If you are an attorney or a Keenan Law client and you are interested in registering then please contact the office.

Webinar Agenda:

  1. Qualifying for Medicaid;

  2. Spend-down rules and requirements;

  3. Case study: applying spend-down techniques to individual applicants;

  4. Case study: applying spend-down techniques to married couples;

  5. Other considerations: timing issues, use of annuities and insurance;

  6. Common mistakes and pitfalls to avoid.

Attorney Keenan and Attorney Kelim will review these and other key issues:

  • Rules and limitations of asset spend-down for Medicaid;

  • Application of spend-down techniques to individual applicants;

  • Overcoming problems with spend-down techniques for married couples;

  • Best practices in avoiding Medicaid disqualification.

View Event →
National Teleconference on Special Needs Trusts vs. ABLE Accounts
Jul
17
11:00 AM11:00

National Teleconference on Special Needs Trusts vs. ABLE Accounts

Attorney Keenan will be the sole speaker for a nationally-broadcast teleconference titled “Special Needs Trusts vs. ABLE Accounts: Weighing the Pros and Cons”. The webinar is presented by the National Business Institute and the intended audience is attorneys, accountants, paralegals and other professionals. The agenda will cover the following topics:

  • Who qualifies as a beneficiary?

  • ABLE Account vs. Special Needs Trust creation & structure issues: Who can set one up?

  • Limits on contributions and total maximum amount for ABLE accounts.

  • Account management challenges.

  • Qualified and non-qualified expenses.

  • Tax hurdles.

  • Interstate moves: which is more flexible?

  • Medicaid recovery rights comparison.

Click here for more details and to register.

View Event →
"Dignity of Life" Seminar
Apr
3
6:00 PM18:00

"Dignity of Life" Seminar

Attorney Keenan will participate in a panel discussion at St. Paul’s Church in Glastonbury, CT on planning for the end of life. Attorney Keenan will discuss essential estate planning steps. The discussion is presented by the Catholic Cemeteries Association of the Archdiocese of Hartford, Inc. Call 203-507-6952 for details and to register.

View Event →
"Dignity of Life" Seminar
Apr
3
2:00 PM14:00

"Dignity of Life" Seminar

Attorney Keenan will participate in a panel discussion at St. Paul’s Church in Glastonbury, CT on planning for the end of life. Attorney Keenan will discuss essential estate planning steps. The discussion is presented by the Catholic Cemeteries Association of the Archdiocese of Hartford, Inc. Call 203-507-6952 for details and to register.

View Event →
May
18
8:00 AM08:00

NBI Seminar, "The Probate Process from Start to Finish for Paralegals" at North Haven, CT

Attorney Keenan will be a member of a panel to educate paralegals on probate administration. He will present on "How to File an Estate in Probate Court" and "Working with Executors and Administrators". This seminar is presented by the National Business Institute and it is still in the planning stages. Details to follow. 

View Event →
May
14
8:00 AM08:00

NBI Seminar, "Estate Administration from Start to Finish" at Hartford, CT

Attorney Keenan will be a member of a panel to educate fellow professionals on probate administration. He will present on "Commencement of Proceedings & Information Gathering" and "Initial Steps to the Administration Process". This seminar is presented by the National Business Institute. Please click here for details. 

View Event →