An Introduction to Special Needs Planning – May 2021

 CLE: 4.0 hours

Presenters: Steve Dale, LL.M., Esq., Jennifer Steneberg, J.D., and Jim Wolverton, J.D.

Special needs planning is an excellent addition to any law practice. Learning this practice area allows you to guide clients with disabilities and those families seeking to provide for a loved one with a disability without negatively impacting any public benefits that a loved one 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.