Special Needs Trust vs ABLE Accounts

Date: Monday, December 16, 2019
Time: 12:00pm - 1:15pm
Location: Missouri Athletic Club 405 Washington Avenue St. Louis, MO 63102
Speaker: Martha Brown

About the talk: 

This program will review special needs planning and will highlight special needs trusts and ABLE accounts. After she session participants will have an understanding of which entity Is appropriate In a given situation.

 

Speaker bio:

Martha Brown has been practicing in the field of Elder Law and Special Needs for over 30 years and is a Certified Elder Law Attorney* as certified by the National Elder Law Foundation. Her firm, Martha C. Brown & Associates, LLC concentrates on the unique legal needs of the elderly, people with disabilities and the families who care for them.

Ms. Brown is active in various committees and associations. Ms. Brown served for eight years on the St. Louis County Disciplinary Committee for the Missouri Supreme Court, which is a committee that handles disciplinary matters involving attorneys. Ms. Brown is a past board member of the Special Needs Alliance, a national, by invitation only, alliance of disability lawyers. She is a Fellow of the National Academy of Elder Law Attorneys and of the American College of Trusts and Estate Counsel. Ms. Brown is a board member of the National Alliance on Mental Illness, St. Louis Chapter, the College of Education and Allied Health Professions Board at Fontbonne University, the Housing Options Provided for the Elderly (HOPE) and is presently board member of the Association of Aging with Developmental Disabilities.

Ms. Brown has received numerous awards for her work with the elderly and disabled, including the 2008 Powley Award, presented to a member of the National Academy of Elder Law Attorneys, who is recognized in their community as a leader in promoting a greater understanding of the rights and needs of elders and persons with special needs and advocating for those rights. She has also been designated a "Super Lawyer" every year since 2006 and named "Best Lawyer in America" every year since 2013. Ms. Brown has served on the Missouri Guardianship Statutory Reform Task Force and completed advanced training to become certified as a Mediator in the areas of Adult Guardianship and Eldercare from Zena D. Zumeta, J.D., a nationally known expert in the area of Elder Mediation.

*Neither the Supreme Court of MO nor the Missouri Bar reviews or approves certifications, organizations or specialist designations.

CE

CPE Learning Objectives

  • Have a working knowledge of Special Needs Trusts
  • Have a working knowledge of ABLE Accounts
  • Be able to advise others about the appropriateness of ABLE Accounts and Special Needs Trusts

Delivery Method: Group-live setting

Earn 1 CPE Credits for this session. Number of credit hours earned based on 50 minutes of talk. Change if more than one hour.

Field of Study:  Specialized knowledge.

Program Level Basic

Prerequisites – There are no prerequisites or advanced preparation for this session.

Who should attend? Everyone at all levels

CFP 

Program Summary:  The program will review special needs planning and will highlight special needs trusts and ABLE accounts. After the session participants will have an understanding of which entity is appropriate in a given situation.

Learning Objective(s): 

  • Have a working knowledge of Special Needs Trusts
  • Have a working knowledge of ABLE Accounts
  • Be able to advise others about the appropriateness of ABLE Accounts and Special Needs Trusts

Level of Complexity Basic

 

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