Arcare presents NBI workshop on special needs trusts

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Special Needs Trusts expertise is at the heart of how our Arcare staff helps families ensure their loved ones with disability can maintain financial independence without jeopardizing eligibility for important benefits. Because of our team’s familiarity with the issues surrounding creating, funding and maintaining these trusts, we are often asked to participate in trainings and workshops about these planning tools.

Yesterday, Lynn Carter and Barb Helm joined board member Emily Donaldson and strategic partner Stacey Janssen in co-presenting at a National Business Institute (NBI) workshop titled “Protect Your Clients Assets Amidst Changing Healthcare Policy” in Kansas City. The focus of this seminar was on how Special Needs Trusts and private health insurance may be impacted under the ACA, and how that may affect decisions about care for individuals with disabilities. This one-day seminar provided attending legal professionals with continuing education credits and information about how to help clients make sound decisions in establishing special needs trusts.

The agenda for the workshop was broken down into the following categories:

  1. What Is a Special Needs Trust and Does Your Client Need One?
  2. Drafting the SNT – Sample Provisions Review and Analysis
  3. Protecting Eligibility for Public Benefits
  4. Special Needs and the Affordable Care Act
  5. Ethical Considerations

In addition to the attorneys who attended, other participants included paralegals, home care professionals, nursing home administrators, accountants, financial planners and other professionals working with disabled clients. At the conclusion of the workshop, attendees gave all presenters rave reviews for their knowledge and insight on the topics at hand.

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