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Reminder and More Information on Special Needs CLE

CLE ImageAs I have previously discussed, the ABA is sponsoring a webinar entitled, Special Needs Planning: What You Need to Know About Government Benefits. The telephone seminar/audio webcast will provide 1.5 CLE credits, and will be held on Wednesday, July 18, 2012 from 11:00 a.m. to 12:30 p.m. EDT. This program will cover a number of topics including:

  • The four types of SSI income and how they affect traditional trust administration
  • The three great rules for distributions from trusts
  • The transfer of assets penalty and what alternatives exist to avoid application to your client
  • When a special needs trust is necessary and alternative planning techniques that work just as well

Please click here to register.