Special Needs Trusts

Event Types: 
CLE Programming
Date: 
Thursday, November 16, 2017 - 8:30am

Lawyers, in conjunction with financial advisors and other professionals, often need specialized guidance to assist in advising clients who are living with a disability. Clients may include people living with a physical, mental or intellectual disability. This program will navigate through the tax code to maximize advantages for Qualified Disability Trusts and discuss ethical considerations of using a trust to qualify for Medicaid. There are many duties and ethical considerations associated with serving as a trustee – learn about these issues in this specialized program.

This program is sponsored by Vista Points, The Special Needs & Resource Center.

Online materials are available for this program!

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and save on this course. Not a TBA member? Join now to start saving.

You may park in the 210 Commerce Street Garage (3rd Avenue/Commerce St.). We will be validating parking tickets, so please make sure to bring your ticket!

cle_format: 
On Site