Estate Planning for Families of Individuals with a Brain Injury (no CEU)

What are important considerations for future planning when you are caregiver to a loved one with a brain injury? Join Keith Miles, Esq., MBA, LL.M., for a discussion centered around estate planning, special needs trusts, and ABLE accounts.

Learning Objectives

1. Factors related to special gifting, trust creation, beneficiary designation and other powers if they become incapacitated.
2. The purpose of supplemental needs language in wills or revocable trusts. 
3. The role of a standby special needs trusts for individuals with a brain injury under the age of 65.
4. The function of a standalone supplemental needs trust.
5.  The impact of coordinating your supplemental needs trust with an ABLE account, if available. 

Speaker Bio:

Keith Miles, Esq., MBA, LL.M., began his career as a tax attorney. At the end of 2008, his wife was diagnosed with pancreatic cancer. Over the next six months, he had to learn about estate planning to plan her estate with various types of trusts from revocable trusts to special needs. She passed away in June 2009. After that, he shifted his law practice focus from tax law to estate planning.

Over time, Keith expanded his estate planning practice beyond wills to revocable living trusts, advance directives for healthcare, and powers of attorney. In addition, the cases that his clients were bringing to the practice exposed more of the need to plan for long-term care expenses and the special rules to qualify for government benefits such as Medicaid.

He earned his law degree from the University of Maryland, MBA from the University of Georgia, and LL.M. from the University of Alabama. He is a member of The Estate Planning Council of North Georgia and the Georgia and North Carolina chapters of the National Academy of Elder Law Attorneys (NAELA). He is also a member of the Georgia and North Carolina Bars and a former member of the New York Bar.