An Introduction to Special Needs Planning – April 2023

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 Purchase This Course:
Attorneys interested in learning the basics of special needs planning.
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Webcast Requirements
This event requires a great deal of participation from attendees. We ask that you prepare accordingly by following the guidelines below:

1. Be prepared to share your webcam. This will allow attendees and presenters to see you and more easily interact with you during the event.
2. Be sure your Internet speed will support streaming the workshop.
   • You must have an Internet connection with a minimum speed of 10 Mbps. We strongly recommend a wired connection. You may learn your speed at www.speedtest.net.
   • A quiet place without interruptions
   • A working microphone
   • Google Chrome as your recommended browser
   • Close other applications and bandwidth heavy items such as cloud applications that require continuous syncing
   • Headphones are recommended for listening.
3. If at all possible, make plans to participate from a location outside of your office. This event requires participation from attendees and if you are interrupted by work demands you (and other attendees) will not get the full benefit from the event and it will be disruptive for everyone.
4. Come ready to participate, learn, and have fun!

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Cancellation Policy: Any enrollee in an ElderCounsel course (excluding online courses in the Learning Center) that cancels:

• More than 10 business days in advance of the start of the course will be eligible for a full refund;
• Within 3-10 business days of the start of a course, will be charged a $250 cancellation fee; and
• Less than 3 business days prior to the start of the course, will not receive a refund.