Estate planners and elder attorneys have heard the term “pooled trust,” but how many of us really know how they work and what practical benefits they offer our clients and their families? These unique trusts are managed by professionals and can be a great alternative to an inexperienced family member trying to understand the “ins and outs” of a special needs trust.
We were honored to be joined by Joanne and Karen Dunivan Konvicka, J.D. who directs the Commonwealth Community Trust, a national pooled special needs trust. They explained the history of pooled trusts, who can benefit from using a pooled trust and what you should be considering when advising clients regarding their use. This is a unique opportunity to learn from the pros about these important tools for your clients and their families.
Webinar Recorded: November 18, 2020
Presenter: Jim Wolverton, J.D. and Karen Dunivan Konvicka, J.D.
Duration: 55 minutes