Presented on May 11, 2021

1.0 CLE credits: Skills (appropriate for experienced attorneys only in this format)

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.

Speakers:
Jean E. Harris, Esq., Pfalzgraf Beinhauer Grear Harris Schuller, LLP
Kelly Barrett Sarama, Esq., Center for Elder Law & Justice, Chair, Elder Law Committee

Available Format: OnDemand

OnDemand: $40 Members (Promo Code: member2017), $50 Non-Members