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
Law Office of Julia C. Butler, 999 Fifth Avenue, Suite 350, San Rafael, CA, 94901
Marin County Bar Association
info@marinbar.org
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