transcript   Transcript

Supplemental Needs Trusts

Recorded on: May. 1, 2018
Running Time: 01:16:22

Full Transcript:

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Taken from the Web Program 30th Annual Elder Law Institute Recorded April, 2018 in New York [01:16:21]
  • Pooled trusts and other supplemental needs trusts
  • Third party, self-settled and not-for-profit trusts
  • How supplemental needs trusts can help and how funds can be spent
  • Issues to anticipate when establishing a supplemental needs trust
  • Submission to Medicaid and review and approval issues
  • Annual review process
  • Recent developments

Jeffrey G. Abrandt, Adam DiLeo, Allison Gill Lambert

The purchase price of this Web Program segment includes the following article from the Course Handbook available online:

  • Jeffrey G. Abrandt and David Goldfarb, Medicaid and Supplemental Security Income Program Treatment of Supplemental Needs Trusts
    Jeffrey G. Abrandt
  • Sample First Party Supplemental Needs Trust
    Jeffrey G. Abrandt
  • Resources for Supplemental Needs Trusts
    Jeffrey G. Abrandt
  • Supplemental Needs Trusts (PowerPoint slides)
    Jeffrey G. Abrandt
  • Monitoring Supplemental Needs Trusts: NYC DSS Supplemental Needs Trust Program’s Approach (December 29, 2017)
    Allison Gill Lambert
Presentation Material
  • Chp 3 Updated
    Jeffrey G. Abrandt
  • Chp 4 Updated
    Jeffrey G. Abrandt
  • Supplemental Needs Trusts
    Jeffrey G. Abrandt
  • Submission and Medicaid Review of SNTs
    Adam DiLeo
  • Monitoring Supplemental Needs Trusts
    Allison Gill Lambert
    • (s)
      Jeffrey G. Abrandt ~ Goldfarb Abrandt Salzman & Kutzin LLP
      Adam DiLeo ~ Assistant General Counsel, Office of Legal Affairs, NYC Department of Social Services
      Allison Gill Lambert ~ Executive Director, Office of Liens and Trusts, NYC Department of Social Services, Office of Program Accountability
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