Drafting the Revocable Trust & Supplemental Needs Trust – Video Replay

1:00 p.m. – 2:15 p.m.

DRAFTING THE REVOCABLE TRUST

Topics to be discussed:

• What is a Revocable Trust?

• Using Revocable Trusts to Avoid Probate

• Ease of Trust Administration

• Using Revocable Trusts to Handle Incompetency

• Revocable Trust NOT Used for:

• Options for Funding Revocable Trust

• Lifetime Provisions

• Dispositive Provisions Upon Death

• Trustee Appointments

• Other Trust Provisions

• Joint Revocable Trusts

• Execution

Speaker:

Mary P. O’Reilly, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP, Mineola, NY

SUPPLEMENTAL NEEDS TRUSTS

Topics to be discussed:

• Means Tested Government Benefits

• First Party vs. Third Party Supplemental Needs Trust

• Testamentary vs. Lifetime Trust

• Trustee Appointments

• Funding with Retirement Accounts

• ABLE Account

Speaker:

Patricia A. Craig, Esq., Cona Elder Law, Melville, NY

1.5 Areas of Professional Practice