CLE - Special Needs Trusts and the ABLE Act - LIVE WEBCAST

CLE - Special Needs Trusts and the ABLE Act - LIVE WEBCAST
12:30 PM - 2:30 PM - Login link and course materials will be provided electronically the morning of the program to those that register for credit. 2.0 SUB credits



June 2020 Probate & Trust Law Section Quarterly Meeting

SPEAKERS LIVE via WEBCAST


Special Needs Trusts and the ABLE Act: In Theory and in Practice

Join colleagues in the Probate & Trust Law Section for a wide-ranging discussion of special needs trusts.  Along with an examination of various types of special needs trusts, the presenters will also address guardianships, and other planning techniques for special needs clients including ABLE Accounts and retirement accounts that may benefit special needs clients in the post-SECURE Act era.

Topics to be covered, among others:
  • Various types of special needs trusts
  • Choice of assets to be used to fund special needs trusts
  • Choice of trustee

Attend and hear drafting tips, administration tips, and suggestions for avoiding pitfalls in planning and administering trusts for beneficiaries with special needs.

  
Featured Speakers:
Brittany J. Camp, Esq.
Associate
Heckscher, Teillon, Terrill & Sager, P.C.
West Conshohocken


Peter J. Johnson, Esq.
Executive Vice President and Chief Fiduciary Officer  
The Philadelphia Trust Company

 
Course Planner:
Kathryn H. Crary, Esq.
KMS Law Offices
Gadsden Schneider & Woodward LLP

 

NON-MEMBERS - IMPORTANT REGISTRATION CODES:  FOR CLE CREDIT OPTIONS ONLY (NOT ON LUNCH ONLY OPTION)
LIVE In-Person Registrants
1. Non-Member Government Attorney or Judicial Non-Member, please enter PROMO Code GVNML1 in the Checkout Cart 
2. Non-Member Legal Services/Public Interest Attorney, please enter PROMO Code LSPINML1 in the Checkout Cart 
3. Non-Member Court Reporter or Non-Member Paralegal, please enter PROMO Code CRPLNML1 in the Checkout Cart

WEBCAST Registrants
4. Non-Member Government Attorney or Judicial Non-Member, please enter PROMO Code GVNMWC1 in the Checkout Cart 
5. Non-Member Legal Services/Public Interest Attorney, please enter PROMO Code LSPINMWC1 in the Checkout Cart 
6. Non-Member Court Reporter or Non-Member Paralegal, please enter PROMO Code CRPLNMWC1 in the Checkout Cart


Registration amount and category will be verified prior to credits being reported!
When
6/9/2020 12:30 PM - 2:30 PM
Where
Philadelphia Bar Association Via WEBCAST Philadelphia, PA UNITED STATES
Online registration is closed.
My registration status: Not registered

Please sign in or create a new account to view event pricing and register.

Existing User

We've updated our website! If you're an existing user or member and this is the first time you've logged in since Nov. 25, 2019, you will need to create a new password using our automated system. We will use your email on file as your username.

Existing Users Create a New Login

New Non-Member User

If you are a new user of our website you will need to create a new account.

Create a New Account

Sign In