march, 2021

04mar2:00 pm3:00 pmSpecial Needs Trust Bootcamp For AttorneysPrograms for Professionals

Event Details

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 [email protected]

Time

(Thursday) 2:00 pm - 3:00 pm CST

Location

Webinar

Organizer

Certified Elder Law Attorney Helen Mesoloras, JD, CELAHelen has been licensed to practice law since 2004 and has been working in the field of elder law the entire time. She joined the firm in 2012. Helen concentrates her practice in elder law, with a focus on long term care planning, guardianships, probate and trust administrations, and estate planning.[email protected]

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