Tune in for a special CLE* session featuring Rachel Baer, Esq., of Commonwealth Community Trust!
Estate planning can be complicated enough, but when benefits for persons with disabilities must be preserved, new and strategic considerations are needed to accomplish your clients’ goals.
Planning is further complicated when an unforeseen disability occurs. Estate planning, elder law, special needs, and long-term care should all be top-of-mind when drafting, but many attorneys struggle with how they intersect.
During this session, Rachel will guide attendees on including flexibility in documents—allowing fiduciaries to use pooled special needs trusts to pivot in the case of an unforeseen disability—as well as how to give greater flexibility in special needs plans.
Rachel will also cover:
- Unique special needs considerations for every estate plan
- Billing in crisis Medicaid planning—including hourly, flat fee, and hybrid models
- Integrating particular clauses in clients' documents that give fiduciaries the necessary authority to respond to unexpected disabilities
- The benefits available using pooled special needs trusts
Save your spot for this highly relevant session!
*1.0 hour standard CLE credit pending