2021-2022 Erie County Bar Foundation Campaign

Special Needs Trusts: Issues from Administrators’ Perspectives

Presented on May 11, 2021
1.0 CLE credits total: Skills (appropriate for experienced attorneys only in this format)

Speakers:
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.

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

CLE Credit

Skills

Credit Hours

1.0

Format

OnDemand