Sophisticated Drafting and Administration Issues for Special Needs Trusts
Expertise offered by Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished) - Littman Krooks LLP
About the program:
Special Needs Trusts are often an important component of an estate plan for an individual with special needs and his or her family. Knowing which type of Special Needs Trust (SNT) to utilize is only part of the solution. In this webinar, Bernard A. Krooks will review the drafting issues you will need to consider in order to ensure that the SNT offers the greatest amount of protection and the most flexibility for the intended beneficiary. In addition, Mr. Krooks will review significant issues which arise during the administration of many SNTs. These issues, if not properly addressed, can result in the loss or reduction of public benefits for the beneficiary.
About the speaker:
Bernard A. Krooks is a founding partner of the law firm Littman Krooks LLP, chair of its elder law and special needs department, and is a nationally-recognized expert in all aspects of elder law and special needs planning. He is past president of the Special Needs Alliance, a national, invitation-only, not-for-profit organization dedicated to assisting families with special needs planning. Mr. Krooks is past president and fellow of the National Academy of Elder Law Attorneys, past chair of its tax section and past editor-in-chief of NAELA News, as well as a founding member and past president of its New York chapter and in 2008 received the chapter’s Outstanding Achievement Award for his lifelong work on behalf of seniors and those with disabilities. Krooks is past chair of the elder law section of the New York State Bar Association and past editor-in-chief of its newsletter, the Elder Law Attorney. He is also a member of the trusts and estates law and tax sections of the New York State Bar Association and co-authored the chapter entitled “Creative Advocacy in Guardianship Settings: Medicaid and Estate Planning, Including Transfer of Assets, Supplemental Needs Trusts & Protection of Disabled Family Members” of its publication Guardianship Practice in New York State and its publication Elder Law, Special Needs Planning and Will Drafting. He serves on the editorial boards of Exceptional Parent Magazine, Trusts & Estates magazine, and Leimberg Information Services. Krooks, a sought-after expert on elder law, special needs planning and estate planning matters, has been quoted in many national publications, has presented at national educational conferences, has testified before the United States House of Representatives and the New York City Council on long-term care issues, and has appeared on many radio and national television programs. Krooks is past president of the Estate Planning Council of Westchester, serves on the advisory board of The NAEPC Education Foundation, and is a member of the New York City and Hudson Valley Estate Planning Councils.
• $40 / Accredited Estate Planner® designee
• $60 / member of EPCNYC
• $100 / non-member
• $250 / council meeting or group gathering
To learn more about the NAEPC Monthly Webinar Series and to see both past & upcoming programs, CLICK HERE.
Continuing education credit will be available for Accredited Estate Planner® designees. In addition, a certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.