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On Demand

Estate Planning for Special Needs


Credit Available - See Credits tab below.

Categories:
Estate Planning
Faculty:
Christine Matus, Founder and Owner |  Kristine Carrancega-Gurski, Attorney
Program Credits:
1-1.2
Credit Type:
General
Program Type:
On Demand


Description

This course provides a comprehensive guide to estate planning for families with members who have special needs. Attendees will learn about the foundational elements of Special Needs Trusts (SNTs), the various types available, and how to utilize guardianships and conservatorships to protect and provide for individuals with disabilities. This session will empower legal professionals to advise clients on structuring support that maintains eligibility for public benefits while ensuring lifetime care and resources.

Learning Objectives:

  1. Understand the purpose and components of Special Needs Trusts and the different types of SNTs.
  2. Recognize when and how guardianships or conservatorships benefit individuals with disabilities and their families.
  3. Advise clients on public benefits eligibility related to SNTs and how to balance these benefits with personal assets.
  4. Provide guidance on creating a secure financial plan for clients’ long-term needs, including ABLE accounts and other supplemental options.

Credits


Alabama

AL General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved


Alaska

AK General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2027
Status: Approved

CLE programs which take place outside of Alaska or are webcast from outside of Alaska are not required to be accredited by the Alaska Bar Association.  Alaska Bar members may claim credit for attendance at CLE programs offered in or from other jurisdictions if the program has been accredited by another MCLE jurisdiction.  


Arizona

AZ General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2027
Status: Approved

The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement.  This activity may qualify for up to 1 hour(s) toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.


California

CA General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/08/2026
Status: Approved
Provider Number:


Colorado

CO General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2026
Status: Approved
Provider Number: 


Connecticut

CT General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2027
Status: Approved


Delaware

DE General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2025
Status: Approved


Florida

FL General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 06/30/2026
Status: Approved
Provider Number: 


Georgia

GA General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: 


Hawaii

HI General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2027
Status: Approved


Idaho

ID General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2029
Status: Approved


Illinois

IL General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/08/2026
Status: Approved
Provider Number:


Indiana

IN General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2025
Status: Approved
Provider Number: 


Iowa

IA General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2025
Status: Approved


Kansas

KS General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2025
Status: Approved
Provider Number: 


Louisiana

LA General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/08/2025
Status: Approved
Provider Number: 


Maine

ME General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/08/2026
Status: Approved
Provider Number: 


Maryland

MD General

Maryland attorneys do not have MCLE requirements.


Massachusetts

MA General

Massachusetts attorneys do not have MCLE requirements.


Michigan

MI General

Michigan attorneys do not have MCLE requirements.


Minnesota

MN General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2025
Status: Approved
Provider Number:


Mississippi

MS General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation


Missouri

MO General

Credit Type: General
Credit Amount: 1.2
Course Type: On Demand
Course Expiration: 12/09/2027
Status: Approved
Provider Number:


Montana

MT General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2027
Status: Approved
Provider Number:


Nebraska

NE General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2026
Status: Approved


Nevada

NV General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2027
Status: Approved
Provider Number: 


New Hampshire

NH General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2027
Status: Approved

NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. The provider believes this course meets the requirements of NH Supreme Court Rule 53 and may quality for 60 minutes toward the annual NHMCLE requirement. New Hampshire attendees must self-determine whether a program is eligible for credit, and self-report their attendance.


New Jersey

NJ General

Credit Type: General
Credit Amount: 1.2
Course Type: On Demand
Course Expiration: 11/07/2025
Status: Approved
Provider Number: 


New Mexico

NM General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2025
Status: Approved


New York

NY General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2027
Status: Approved


North Carolina

NC General

Credit Type: General
Credit Amount: 1
Course Expiration: On Demand
Expires: 02/28/2026
Status: Approved
Provider Number: 


North Dakota

ND General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2027
Status: Approved


Ohio

OH General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 


Oklahoma

OK General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2025
Status: Approved
Provider Number: 


Oregon

OR General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2025
Status: Approved


Pennsylvania

PA General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2026
Status: Approved
Provider Number: 


Rhode Island

RI General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Expires: 06/30/2026
Status: Approved
Provider Number: 


South Carolina

SC General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number:


South Dakota

SD General

South Dakota attorneys do not have MCLE requirements.


Tennessee

TN General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2025
Status: Approved


Texas

TX General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 11/09/2025
Status: Approved
Provider Number:


Utah

UT General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved


Vermont

VT General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Approved


Virginia

VA General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Not Approved


Washington

WA Law & Legal Procedure

Credit Type: Law & Legal Procedure
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/08/2029
Status: Approved
Provider Number:


West Virginia

WV General

Credit Type: General
Credit Amount: 1.2
Course Type: On Demand
Course Expiration: 12/09/2025
Status: Approved


Wisconsin

WI General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2025
Status: Approved


Wyoming

WY General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/09/2025
Status: Approved



Materials

Faculty

Christine Matus, Founder and Owner's Profile

Christine Matus, Founder and Owner Related Seminars and Products

The Matus Law Group, LLC


Christine Matus was admitted to the Bar of the State of New Jersey and to the U.S. District Court of New Jersey in 1995. She graduated from Douglass College, Rutgers University with a Bachelor of Arts in Economics in 1992.  Ms. Matus  serves in the Attorney Arbitration Committee (2021-present), Board of Director (Past President) of 21 Plus, Board of Director of MOCEANS, Inc., Board of Trustee Secretary of Ocean County Bar Association. She also has served as a Board of Director to the American Cancer Society, Ocean County Chapter, 1998.  Christine Matus is a member of the New Jersey State Bar Association and a Board of Trustee of the Ocean County Bar Association. She is also a member of the Asian Pacific American Lawyers Association and the American Bar Association where she serves on its Advisory Panel.


Kristine Carrancega-Gurski, Attorney's Profile

Kristine Carrancega-Gurski, Attorney Related Seminars and Products

The Matus Law Group, LLC


Kristine Carranceja-Gurski was admitted to the Bar of the State of New Jersey in 2007 and the Bar of the State of New York in 2008. She graduated from St. John’s University in Queens, New York with a Bachelor of Arts in Government and Politics in 1996 and a minor in Philosophy.

After college, Ms. Carranceja-Gurski worked for various brokerage firms, providing her with a strong background in financial services and retirement planning. In 2004, she decided to pursue her dream of becoming a lawyer and attended Loyola University of New Orleans College of Law, where she graduated in 2007.  Ms. Carranceja-Gurski is a member of the New Jersey State Bar Association, the Ocean County Bar Association, and the Monmouth Bar Association. She was instrumental in the formation of the Ocean County Bar Association’s Pro Bono Committee and served as its first Chair.