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Section | Probate and Estate Planning

Mentor Meeting


2017 Updates on Estate Recovery, ABLE Act and SNTs: what estate planners need to know

Speaker

Patricia Tobin


  • New State Law can eliminate Estate Recovery on homes held in Revocable Trusts

  • New Federal law allows competent beneficiaries to set up their own Special Needs Trust, without the need to have a parent, guardian, grandparent or court establish the Trust

  • The Able Act allows disabled persons who were disabled prior to age 26, to create a state sponsored account, like a 529 account, which is not counted by SSI or Medi-Cal and can be funded with up to $14,000/year for qualified disability needs—like a “Special Needs Trust—LIGHT”

Meeting free to MCBA Probate & Estate Section members


1.0 CLE | General


Brown Bag Lunch

Contact

Michelle Lerman | Email


04/06/2017 12:00 PM 04/06/2017 1:30 PM America/Los_Angeles Mentor Meeting 2017 Updates on Estate Recovery, ABLE Act and SNTs: what estate planners need to know Lerman Law Building, 802 B Street, San Rafael, CA, 94901 Marin County Bar Association info@marinbar.org false MM/DD/YYYY

Date and Location

Thursday | April 06, 2017
12:00-1:30P

Lerman Law Building
802 B Street
San Rafael, CA 94901