CLE: Special Needs Trusts – Issues From Administrators’ Perspectives
1.0 CLE credit: Skills (appropriate for all attorneys)
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Jean E. Harris, Esq., Pfalzgraf Beinhauer Grear Harris Schuller, LLP
Kelly Barrett Sarama, Esq., Center for Elder Law & Justice, Chair, Elder Law Committee
This session will cover nuances of the administration of both private special needs trusts and pooled trusts, which are planning tools commonly used to divert excess income and resources in order to qualify and maintain eligibility for SSI and Medicaid.
Please note: The Zoom link and course material will be provided to all registrants 1-2 days before the program.