Milwaukee Bar Association
747 North Broadway
Milwaukee, WI 53202
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Avoiding Pitfalls in Drafting and Using Special Needs Trusts

May 21, 2019
12:00 PM to 1:30 PM
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Milwaukee Bar Association
747 North Broadway
Milwaukee, WI 53202
 Directions

Avoiding Pitfalls in Drafting and Using Special Needs Trusts

Presenter:  Elizabeth Ruthmansdorfer, Moertl, Wilkins & Campbell, S.C.
Credit: 1.0 CLE credit to be applied for
Registration & Lunch: 
12:00 - 12:30 PM
Presentation:
 12:30 - 1:30 PM
Location: MBA - 747 North Broadway

Special Needs Trusts don't have to be scary.  Learn how to draft a Special Needs Trust properly to protect assets for your disabled clients (or your clients' disabled loved ones).  The most common issues with Special Needs Trust come not from the four corners of the document, but from improper administration and poorly educated Trustees.  Learn strategies for advising Trustees on how to effectively manage Special Needs Trusts.  No matter how well you plan and advise, issues may still arise.  What do you do when the Social Security Administration counts the assets in a Special Needs Trust as a resource?

Learning objectives

1.  Identify requirements for a Special Needs Trust
2.  Identify common "traps" in drafting Special Needs Trust and how to avoid/resolve them
3.  Identify common mistakes trustees/attorneys make in administering Special Needs Trusts
4.  What to do is SSA is counting assets in a Special Needs Trust as a resource

 

Available via live webcast - register here!

TO REGISTER FOR THE CLE VIA WEBCAST PLEASE CLICK ON THE LINK ABOVE.

TO REGISTER TO ATTEND IN PERSON PLEASE CLICK ON REGISTER NOW.

WestlegalEd Center (MBA online provider) applies for CLE credit(s) for all MBA webcast CLE program(s).

Tickets

$40.00 MBA member

$52.00 MBA member w/lunch

$75.00 Non-member

$87.00 Non-member w/lunch