Special Needs Trust Bootcamp For Attorneys

Date: Thursday, March 4th, 2021

Time: 2:00 pm – 3:00 pm

Presenters: Helen Mesoloras, JD and Vida Cruz, JD

A Special Needs Trust preserves our client’s public benefits, while retaining funds to enhance their quality of life.  In this session, an estate planning attorney and a trust officer will review the basics, as well as the complex rules surrounding SNT distributions.  There are many misconceptions about these distributions.  You will learn the pitfalls and the creative solutions to better manage your client’s expectations.  We welcome any questions you may have.

Registration: This webinar is for attorneys only. To register, please contact Vida Cruz at vcruz@awtm.com