An Introduction to Special Needs Planning – Nov. 2021 Recording
Webinar Recorded: Tuesday, November 2, 2021
CLE: 4 hours
Includes: Recording, Materials (PDF), and Audio (MP3)
Presenters: Steve Dale, LL.M., Esq., Jennifer Steneberg, J.D., and Jim Wolverton, J.D.
Special needs planning is a great addition to any law practice. Learning this practice area allows you to provide guidance to clients with disabilities and those families seeking to provide for a loved one with a disability without negatively impacting any public benefits they may be receiving now or in the future. You can add significant value to your practice as this trusted resource in your community.
During this introductory course we will review the public benefits you need to be familiar with in order to serve clients with special needs. We will also introduce trust planning techniques that are critical for helping your clients and their families. Please join us to take the first step in adding these important services to your law practice.
Who Should Attend: Attorneys interested in learning the basics of special needs planning.