Special Needs Planning
Special Needs Planning



Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.

On-Demand – You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

This program was recorded on October 23, 2018

Special needs trusts are being challenged more and more by various public agencies. This course will cover the differences between first party and third party special needs trusts and common drafting errors related to each type of trust. Furthermore, it will review both the 2010 changes in the Program Operations Manual System (POMS), and current updates in the POMS as related to each type of trust. The presentation will include common challenges by the social security administration to such special needs trusts, and strategies for answering the same.

Attorney Cynthia R. CoxCynthia R. Cox
Cynthia R. Cox is a seasoned advocate for the elderly and disabled, with over 25 years’ experience in elder law, estate planning, probate and special needs trusts. Her deep affinity and respect for the elderly, and passion for defending them when they cannot defend themselves, motivated her to become one the youngest members of the National Academy of Elder Law Attorneys. In the decades since, she has distinguished herself as a trusted name in the field.

A Professor of Elder Law at Loyola Law School, Cynthia is a recognized expert on elder law, which includes planning for public benefit programs such as SSI and Medi-Cal as they relate to the elderly and individuals with special needs. She frequently advises other elder law attorneys on matters pertaining to special needs and disability.

Contact Cynthia R. Cox

2 General Credits

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Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.

  1. Identify and understand the differences between first and third party special needs trusts;
  2. Identify and avoid common drafting errors when drafting special needs trusts; and
  3. Understand recent changes to special needs trust law, specifically recent changes to the Social Security Administration’s Programs Operations Manual System (POMS).