Special Needs Trusts and Other Techniques to Plan for Disability

This program was recorded on March 30th, 2017

This CLE will focus on disability and long-term care planning and how Special Needs Trusts can be used as an effective planning technique. The course will start out with an overview of disability and long-term care planning; then move into SSI and Medicaid qualification requirements; before heading into a thorough discussion of types of Special Needs Trusts and drafting tips; and concluding with planning techniques and pitfalls.



  • Bryana Cross Bean
    Helping people protect their future is her passion. This is achieved by giving clients the legal means to secure the safety of their property, portrait family, finances, and health care needs. Not only does Bryana have a strong background in the law, she also has a strong background in medical and science terminology, as well as how the U.S. healthcare system operates. This means that she can better assist clients in elder law, estate planning, and probate, due to her understanding of basic disease processes. Bryana's background in history and attention to detail act as an asset in her practice of real estate law.

    Contact Bryana

      • 2 General Credits
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    1. Overview of disability and long-term care planning
    2. SSI qualification requirements
    3. Medicaid for long-term care qualification requirements
    4. Types of Special Needs Trusts, including d4A, d4C, and testamentary
    5. Drafting tips for Special Needs Trusts
    6. Other planning techniques
    7. Planning pitfalls

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