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CLE/Legal Education Two-Part Webinar on Using SNTs to Protect Medicaid - Nov. 6th and Nov. 15th. 2019

11 Oct, 2019

NYLAG Evelyn Frank Legal Resources Program &
NY Association on Independent Living

Continuing Legal Education Program


Using Supplemental Needs Trusts to Protect Medicaid, SSI and other Benefits

A Two-Part Webinar – Valerie Bogart, Presenter

 Part 1  - Nov. 6, 2019  2 – 3:30 PM

Intro to Supplemental Needs Trusts and  Pooled Income Trusts for Medicaid

•             Basics – What is a Supplemental Needs Trust; types of SNTs (pooled trusts vs. individual trusts, 3rd party trusts vs. self-settled trusts)

•             Using SNTs to eliminate the Spend-down – Basics of Pooled Income Trusts

•             What expenses may be paid by an SNT? Different rules for Medicaid, SSI, and other benefits

•             ABLE accounts – how are they different than SNTs?

Register here for Part 1


Part 2  - Friday Nov. 15, 2019  11 AM – 12:30 PM

Using SNTs when you Receive a Lump Sum or have Excess Resources

Options when you receive a Lump Sum vary with different benefits.  Learn rules on impact of “transferring” the lump sum, spending it or depositing it into an SNT for:

•             MEDICAID – differences between “MAGI” and “Non-MAGI” Medicaid

•             SSI

•             Veteran’s Benefits (new penalties on transfers of assets since 10/2018)

•             SNAP/Food Stamps

•             Housing Subsidies (Section 8)

  Register here for Part 2


WHO: Lawyers, paralegals, social workers, independent living specialists and others working or volunteering to assist seniors and people with disabilities in accessing Medicaid services.  

FEE:   For those not seeking CLE credit, registration is FREE, thanks to the sponsorship of the of New York Association of Independent Living.  

Those seeking CLE credit  may register to view the webinar at the links above.  Information about payment in order to receive CLE credit will be posted here soon.  Please stay tuned.   

 QUESTIONS.   For questions please contact Channel Jordan,   Volunteer Coordinator – NYLAG          cjordan@nylag.org 

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