2022.08.11 – Estate Planning for Families of Individuals with a Brain Injury (Live Webinar)

A Carolyn Rocchio Caregivers webinar featuring Keith Miles, Esq. Airs live at 3 p.m. ET August 11, 2022. Registration closes at 11:59 p.m. ET August 10, 2022.

Registration closes at 11:59 p.m. ET August 10, 2022. If you purchase a registration, you will receive an email with attendance instructions before the webinar airs. Please make sure to whitelist @biausa.org to ensure you receive the instructions.

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.

To receive 1 ACBIS CEU Credit, please select "Live Webinar, CBIS/T Rate (Includes 1 CEU)" from the drop-down menu.

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.

BIAA Webinar Cancellation and Refund Policy for Live Webinars

Registration cancellations must be emailed to customerservice@biausa.org. Refund Eligibility: Webinar registration fees are refundable if submitted no later than 24 hours before the scheduled webinar date/start time. Refunds are subject to a $10 cancellation fee. Cancellations received less than 24 hours before the scheduled webinar date/start time will not be refunded. If you are unable to attend the live webinar, you can request access to the recorded webinar. If we cancel a webinar due to circumstances beyond our control, we will notify attendees with as much advance notice as possible. Attendees will be given the opportunity to transfer their registration to another webinar or obtain a full refund.

Refunds are Not Provided for the Following Reasons: 1. Attendee Technology. It is the responsibility of the webinar attendee to test the computer setup prior to the start of the webinar. If failure with your technology prevents access to the live webinar, you will not be eligible for a refund. If the technical problem is due to our error, we will offer you the choice of access to a copy of the recording or a full refund. 2. Attendee Email. Refunds will not be issued in cases where an attendee did not receive the webinar login instruction email. It is the attendee’s responsibility to contact us if they don’t receive the required login information at least 24 hours prior to the start time of the webinar. 3. Attendee Absence. Attendees who do not participate in the live webinar will not be entitled to a refund.