TEACHING SPECIAL NEEDS TRUSTS AT THE MIAMI-DADE COUNTY PROBATE COURT

TEACHING SPECIAL NEEDS TRUSTS AT THE MIAMI-DADE COUNTY PROBATE COURT

SPECIAL NEEDS TRUSTS

The Miami-Dade County Probate Court receives petitions and orders to establish various types of special needs trusts.. Prior to the judges ruling on these petitions and orders, lawyers must have their petitions and orders reviewed by case managers. These case managers are trained to make sure that the pleadings presented to the judges are correct, and the orders are ready to be signed.

In an effort to help teach these case managers about probate and guardianship procedure, experienced probate and guardianship attorneys have held special sessions on various topics such as Summary Administration and Accountings for Guardianship. These training sessions have been video taped for future use by new attorneys.

In February, 2014, Leonard E. Mondschein, J.D., LL.M, CELA, CAP, NAELA FELLOW, from The Elder Law Center of Mondschein and Mondschein, P.A., prepared a program and spoke to these new lawyers on the topic of Special Needs Trusts. The approximately one hour video explains the different types of Special Needs Trusts and how they are used. In addition, the video discusses Medicaid and other Public Benefits, as well as the proper pleadings when presenting these trusts to the Court.

Special Needs Trusts are a complex practice area involving Medicaid and other Public Benefits, Probate, Guardianship, Real Estate and the proper drafting of Wills and Trusts. After watching this informative video, please contact the Elder Law Center of Mondschein and Mondschein, P.A. for more information.