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Protecting Our Clients Benefits: How Personal Injury Attorneys & other Litigators, Probate Attorneys and Special Needs Planners Can Coordinate Settlement Planning Efforts

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Price

$65 for Member

59 minutes

Date Published

February 29, 2024

Publisher

Rhode Island Bar Association

Subjects

Estates & Elder Law, Guardianship, Probate Law

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call (401) 421-5740 (M-F, 9-5pm ET) or e-mail customer service.

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Summary

The coordination of settlement planning between litigators, probate attorneys and special needs planners ahead of a settlement is critical when serving clients who be under Guardianship and/or depend upon means-tested government benefits such as SSI, Medicaid, SNAP or subsidized housing. The attorneys must be on the same page as to their mutual clients benefits, the timing of the settlement, what Probate court orders may be necessary to facilitate a settlement for someone under Guardianship, as well as work together to set the clients expectations as to how special needs trusts must be managed.

SWOD-24045

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Program Titles and Supporting Materials

This program contains the following components:

Media Files

Protecting Our Clients Benefits How Personal Injury Attorneys other Litigators Probate Attorneys and Special Needs Planners Can Coordinate Settlement Planning Efforts

Downloadable Files

RhodeIslandBarDeck12 12 2023 ProtectionOurClients Benefits Final 1

Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.