| MCLE Credit: | 1.5 (Ethics: 0.0) |
| Live-Interactive Credit: | 0.0 |
| Designation Credit: | 1.5 Trusts and Estates (Designations Information) |
| GAL for Incapacitated Persons CE Credit: |
1.5 (GAL Information) |
| Price: | $119 (Includes a downloadable audio version.) |
| Viewable Through: | 01/31/2027 |
$119.00 (or 1.5 Bundle Credits)
A pre-recorded streaming VIDEO replay of one session from the April 2024 webcast seminar, Conner-Zaritsky 45th Annual Advanced Estate Planning and Administration.
Cosponsored with the Wills, Trusts and Estates Section of the Virginia State Bar
This presentation reviews the “network” of Special Needs Trusts that serves as the foundation for securing the future of persons challenged by disabilities; the team of “allied professionals” that helps design and implement a comprehensive Special Needs Estate Plan; the types of government benefits and programs that can be accessed and preserved with proper Special Needs Trust Planning; the most common challenges (and solutions) encountered in Special Needs Estate Planning; and the newest tool in the planner’s arsenal (but not a substitute for the network of Special Needs Trusts): the “ABLE” account.
Kristen M. Lewis, The Bowden Law Firm, LLC / Atlanta, GA
Frank A. Thomas, Frank A. Thomas, III PLC / Orange
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