Special People Special Planning

(1306 Ratings)

Produced on: September 19, 2014

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 61 minutes
Difficulty Intermediate

Families of people with special needs face planning challenges that accompany a longer life expectancy, a future without full independence, and the need to maintain an outstanding quality of life. 

 

Lawline Faculty Member Peggy Hoyt, J.D., M.B.A., presents on the creation of a financial and legal blueprint to address the special person’s unique personal and social needs.  This program is based on the book Special People, Special Planning, co-authored by Ms. Hoyt.

 

Learning Objectives: 

I.   Gain knowledge of the three main federal disability programs (SSI, SSDI, Medicaid) 

II.  Create a customized, comprehensive plan for your special person 

III. Grasp the importance of the five components to effective Special Needs Trust Planning

 

 

Faculty

Peggy Hoyt

The Law Offices of Hoyt and Bryan, LLC

BACKGROUND:

Peggy is a Stetson University graduate receiving her B.B.A., cum laude, in 1981, her M.B.A. in 1982 and her J.D., cum laude, in 1993.  Her work experience includes time as a college recruiter, financial consultant, account executive and chief financial officer before entering law school. She is a founding partner of Hoyt & Bryan, LLC. Peggy is dual certified by the Florida Bar in Wills, Trusts, and Estates and in Elder Law.

EXPERIENCE: 

Peggy practices in the areas of family wealth and legacy counselling, including trust and estate planning and administration, elder law, small business creation, succession and exit planning, real estate transactions and animal law. In addition to her law degree, she holds a Florida real estate license. Peggy formerly held a NASD Series 7 license and health, life and variable annuities licenses. She serves as a certified FINRA Arbitrator and is also a Florida Circuit Court Mediator concentrating in family business, estate administration, and animal law issues.

AUTHOR/PUBLIC SPEAKER: 

Peggy is the author of All My Children Wear Fur Coats – How to Leave a Legacy to Your Pet, an informative and inspirational guide for pet owners who want to include their pets as part of their estate plans. She is a co-author of the following books with Candace M. Pollock: Special People, Special Planning – Creating a Safe Legal Haven for Families with Special Needs designed to educate families about the planning options and protections for their special needs family members; Loving Without a License – An Estate Planning Survival Guide for Unmarried Couples and Same Sex Partners, created to address the unique planning needs of unmarried individuals in today’s society; A Matter of Trust – The Importance of Personal Instructions stressing the importance of supplementing legal estate planning with personal instructions; Women in Transition – Navigating the Legal and Financial Challenges in Your Life created for all women as they learn, live and grow throughout their lives. Peggy is co-author with Scott Farnsworth of Like a Library Burning – Sharing and Saving a Lifetime of Stories, which addresses the why and how of protecting and passing on a lifetime of stories.  Peggy is co-author with Deborah Roser of Thank Everybody for Everything! Grow your Life and Your Business with Gratitude, and the companion five-year gratitude journal, Gratitude Expressions, Straight Talk! About Estate Planning and Straight Talk! What to Do When Someone Dies.

Peggy speaks at the local, regional and national levels on estate planning and elder law topics including pet planning, special needs planning and planning for unmarried couples and same sex partners. Peggy has been featured on CNN Financial News, the Wall Street Journal and the Orlando Sentinel for her work in pet planning. 

EDUCATION: 

  • Stetson University, B.B.A (Marketing/Management 1981), cum laude
  • Stetson University, M.B.A. (Finance 1982)
  • Stetson University College of Law, J.D. (1993), cum laude, Phi Delta Phi

PROFESSIONAL AND CIVIC AFFILIATIONS:

  • WealthCounsel, Member
  • Central Florida Estate Planning Council, Member, Past President, Member
  • The Florida Bar, member; Past Chair for the General Practice, Solo and Small Firm Section and Member of the Animal Law Committee Member
  • Barry University College of Law, Former Adjunct Professor of Animal Law

Reviews

CI
Christine I.

I found this program to be especially informative and well organized.

KO
Karl O.

Good overview of issues to consider.

RB
Roberta B.

This presentation was fantastic! Peggy Hoyt is very very knowledgeable about this topic.

PS
Peter S.

very helpful overview

AG
Arthur G.

Very useful to protect and care for special people.

WK
William K.

great

VV
Virginia W V.

very well done program

JK
John K.

Terrific speaker - paced right; good overview; very practical checklist for further research or for educated referrals to estate firms

JF
James A. F.

Excellent presentation. Very helpful

SG
Shawn G.

Useful material

KM
Kenneth Lee M.

This woman knows her business!

BC
Brandy C.

Excellent overview and items to consider.

CB
constance b.

Made me want to follow up and learn more about the subject matter as I believe it will be a good thing to offer my clients

CG
Carolyn G.

Very interesting program.

AB
Antonio B.

Very good presentation and content

TD
T.W. Ronald D.

Basis information but still worthwhile to hear again

MJ
Mark A. J.

Very specialized area

BP
Bernard P.

excellent

PP
Pamela P.

Well done

JW
Jerri W.

well organized good speaker

TL
Travis L.

Great overview of issues.

SG
Savery G.

Excellent presentation that filled in how the various trusts are set up and planned -- great information not otherwise presented elsewhere when trying to learn a new area of practice

RW
R J W.

Very informative.

CR
Cynthia A. R.

useful info

SS
Stacy S.

Would love a longer, more in-depth program with nuts & bolts of doing this.

EM
Esson M.

Well worth the time spent watching this presentation.

TD
Thomas D.

great insights

CT
Christopher T.

This is a solid introductory lecture on the common issues facing the special needs planner. Good choice for someone who is just getting started in special needs planning, or thinking about getting started, or who wants to have some awareness of the releva

EL
Eliot L.

very good

MS
MICHELLE S.

excellent information

WH
William H.

Very good for anyone who has no experience with special needs which is an increasing area of law.

MG
michael g.

Good seminar. Speaker made it interesting, even to an in-house transactional counsel.

EE
Elise E.

Effective presentation, another hour would have been excellent.

ST
Susan T.

Excellent

RS
Robert S.

Useful!

RB
Robin B.

Very good information.

DR
Deborah R.

Excellent presentation. Very informative and interesting.

BY
Bill Y.

Nice overview of this topic

MW
Marta W.

Very interesting

MW
Michael W.

Excellent overview.

QN
Quang N.

good primer on this subject. Should follow up with an in depth drafting seminar

JS
Jennifer S.

as a parent, I hope I never need this information, but as an attorney it was very informative.

PH
patricia h.

More courses on this subject.

MR
Meira R.

Excellent presentation

MC
Marybeth C.

Great!

DO
Dianne O.

Great course. Good suggestions

EC
Eric C.

Learned alot

ST
Stephen T.

The speaker was good and obviously knows the material but the course was just too general.

TJ
Thomas A. J.

It was very helpful.

SC
Sydney C.

superb! a must if you have a special needs family member or friend.

CK
Christopher K.

Excellent

RV
Raymond V.

Ms. Hoyt is obviously a dedicated competent attorney who imparts excellent information to anyone experiencing a special needs situation.

AG
Andrew G.

Peggy Hoyt's lecture is excellent--well presented--very informative.

VN
Vasiliki N.

Obviously a critical and often overlooked area of the law. Very thoughtful presentation.

CS
Christina S.

She did a wonderful job of providing a thorough overview on special needs trusts.

RW
Roy W.

almost everything applies to aging parents as well.

PS
Paul S.

Ms. Hoyt is an excellent presenter!

VC
Valeska C.

Great speaker

WF
Wanda F.

Outstanding!

FM
Francis M.

Excellent course that is very well presented and provides valuable and helpful information.

MB
Michael B.

Speaker really knows her stuff!

DH
Debra H.

Ms. Hoyt is my favorite presenter~!

BM
Bonner M.

I liked the referrals at the end

DO
Donald O.

Greaat presentation!!

JC
Joshua C.

Ms. Hoyt is an excellent instructor--watched a few of her presentations here--high quality on all of them.

ER
Elizabeth R.

Good insight into providing for special needs of beneficiaries.

RH
Ronald H.

Ms. Hoyt effectively condensed a difficult topic to make it clear in one hour.

CD
Carla D.

Good overview

SD
Sheila D.

very clear and well presented. Thank you.

LE
Laura E.

great speaker. very knowledgeable on the topic.

WK
William K.

Very informative and topical course

CS
Chandara S.

Great speaker! Very knowledgeable!

JB
Julie A. B.

Informative. Useful.

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