$100 to Register
FREE for Attorney Access Premium Members

The Intersection of Estate Planning and the Unexpected Disability

January 25, 2024
1.0 Credit
Register Now
About This Webinar:

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

This Webinar Starts In:

Join Our Live Webinar

Register for our upcoming webinar! If you can't attend the live event, you'll still be able to access the recording and any course materials after the webinar. So don't miss out—reserve your spot today.

KrauseCAST Webinars

Access Our Webinar Library

Join Attorney Access to view our entire library of on-demand webinars, plus so much more.

About the Presenter:
Rachel Baer, Esq.

Rachel Baer, Esq.

Counsel and Director of New Client Services
Commonwealth Community Trust

Rachel is Counsel and Director of New Client Services at Commonwealth Community Trust, a non-profit pooled trust administrator serving beneficiaries across the United States who are ill, vulnerable, or have special needs.

Prior to joining CCT, Ms. Baer was a partner at Family First Law Group, PLLC, a law firm located in Alexandria, VA. Ms. Baer’s practice focused on estate planning, estate and trust administration, fiduciary litigation, and guardianship and conservatorship.

Learn how working with Krause can empower your practice.

Schedule a Call