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Live Webcast Replay

Special Needs Trusts including ABLE Accounts


Total Credits: 1.8 including 1.8 Specialized Knowledge - Technical

Average Rating:
   14
Categories:
Partner Produced
Speakers:
Sanford (Sandy) J. Mall, JD, CELA, CAP VA Accredited Attorney |  R. Scott De Varona
Course Levels:
Update
Duration:
1.8 Hours
License:

Dates



Description

This course will cover issues and issue spotting for CPAs and financial planners when it comes to advising clients who need disability planning, while providing details on Estate planning using Special Needs Trusts and MiABLE accounts.

Basic Course Information

Learning Objectives
  • Recognize when a Special Needs Trust and / or ABLE account planning would benefit your client or client’s family
  • Learn qualification criteria for ABLE Accounts and Special Needs Trusts
  • Understand a CPAs role in identifying and recommending when clients should consider Special Needs Trust and  MiABLE Accounts

Major Subjects
  • ABLE Accounts
  • Special Needs Trust
    • Advocacy
    • Administration
    • True Link Credit Card

Course Materials

Speaker

Sanford (Sandy) J. Mall, JD, CELA, CAP VA Accredited Attorney Related Seminars and Products


Sandy is the founder and senior partner of Mall Malisow & Cooney, PC - The Holistic ElderCare, Special Needs & Estate Planning Law Firm located in Farmington Hills, Oakland County, Michigan. Sandy is a past Chairperson of the Elder Law & Disability Rights Section of the State Bar of Michigan. He is nationally board Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation, a VA Accredited Attorney and is a member of NAELA’s Council of Advanced Practitioners (CAP). Mr. Mall is a contributing editor and faculty for the Institute of Continuing Legal Education (ICLE). Sandy is a member of the Beaumont Health Institutional Ethics Committee, Educational Sub-Committee and teaches Law and Bioethics at William Beaumont School of Medicine, Oakland University.

Sandy’s credentials including the CELA & CAP designations further distinguishes him in the practice of law as a nationally recognized expert in his practice areas of estate planning, elder law, special needs disability planning and advocacy, VA benefits, Medicaid, Medicare, and probate and estate administration. He was also recognized by Worth Magazine as one of the Top 100 Lawyers in the country and has been selected as a Super Lawyer, Leading Lawyer, Best Lawyers by US News and he maintains an AV rating in Martindale Hubbell. He is a frequent speaker for the legal, accounting, health

care, mental health and financial advisory professions as well as being the author of numerous articles and seminars on all topics within his areas of expertise.

In addition to his membership on the State Bar of Michigan Elder Law & Disability Rights Section Council, he is also a member of the Probate & Estate Section, the Health Care Section and the Social Security Section, the Federal Reserve Money Smart Week Advisory Committee, and Past-Chair of the National Academy of Elder Law Attorneys (NAELA) Government Assistance Programs Section. Sandy is also a member of the ARC, the Financial Planning Association of Michigan, the Academy of Special Needs

Planners, the Michigan Association of Justice (MAJ), and Wealth Counsel.

Mall Malisow & Cooney, PC provides holistic legal counseling and advocacy services to individuals, families and estates. The firm's full-service legal practice areas include estate planning, business succession planning, elder law, mediation, Medicaid / Medicare beneficiary rights, elder care advocacy, special needs trusts, disability planning and advocacy, VA benefits planning, Social Security Disability and Supplemental Security Income, probate litigation, and estate administration. The firm works collaboratively with professional colleagues throughout Michigan and the United States primarily serving the Oakland, Wayne, Washtenaw, Macomb and Livingston Counties in Michigan.

Sandy and his high school sweetheart wife, Harriet (Dr. Harriet Mall) have been married more than 40 years. They have two married children and four grandchildren.


R. Scott De Varona Related Seminars and Products

MiABLE Division Director


Scott is the Director of the MiABLE Disability Savings Program. He has been with MiABLE since its creation in November of 2016.  In this capacity, Scott is responsible for the MiABLE program’s day to day operations, strategic planning, outreach, marketing, and administration. 

Furthermore, Scott directs a division within the Office of Post-Secondary Financial Planning, assisting borrowers, students, and their families finance educational endeavors after high school. Scott has worked for the State for 20 years in various positions within the Departments of Treasury & Health & Human Services. Scott holds a BA in Business Administration from Northwood University and an MBA from the De Vos Graduate School of Management.

Scott lives in Grand Ledge, Michigan with his wife and 2 children.


Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For

Michigan CPAs and financial planners who have clients with disabilities and who have or may benefit from a Special Needs Trust and/or an ABLE account.


Original Recording Date 11/20/2020
Yellow Book No
Course Developer

MICPA


Date Added to Catalog 10/20/2020

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.


Reviews

5
4
3
2
1

Overall:      4.9

Total Reviews: 14

Comments

Jane O

"Thanks for this specialized knowledge"

Douglas B

"Thank you! Well done!"

Pamela Z

"The program was excellent and very helpful. Thank you."