Class recorded December 2, 2020

Providing for the long-term care of a permanently disabled person presents unique legal challenges. In this class, learn the fundamentals of how to set up first- and third-party special needs trusts to preserve eligibility for public benefits, provide needed care, and create a stable arrangement that will protect the special needs beneficiary throughout his or her life.

Class covers:

• Common purposes of special needs trusts (SNTs)
• Self-settled (first-party), third-party, and pooled SNTs: distinctions and differences
• Maintaining eligibility for public assistance benefits such as Medical and Supplemental Security Income (SSI)
• Funding the trust and avoiding tax issues
• Recent changes to the law of SNTs, including ABLE accounts

Earn 1 hour participatory California Elimination of Bias MCLE credit: After registration, a staff member will email you the course materials, an evaluation form, and your Certificate of Attendance (usually the next business day). Register first, then watch the recording to the end and answer the questions provided in the popup to verify your attendance.

Presented by Mina N. Sirkin:

Mina Sirkin is a certified Specialist in Probate, Estate Planning and Trust Law. Mina’s primary practice involves trust and conservatorship litigation, as well as special needs trust planning. Licensed since 1992, Mina holds a JD from Whittier Law School and an LLM in Taxation from Golden Gate University Law School. Mina has won the American Jurisprudence Award in Constitutional Law and was a winner of the California Tax Bar Scholarship. When it comes to conservatorships and estates, Mina has served as a media expert to CNN, CNBC, E!, Inside Edition, NPR and other media outlets. Mina has served as court appointed counsel for conservatees since 1994.

Registration fee: $20

Non-refundable, payment reserves spot.