Large Firm Service. Small Firm Attention.
Date(s) - January 11, 2016 - January 15, 2016
Ridge Road Park
Categories No Categories
Bernard A. Krooks, Esq., to present “Special Needs—Special Trusts: What You Don’t Know Can Hurt Your Clients and You!” from 9:00 AM – 9:50 AM on January 13, 2016.
Special needs trusts and special needs planning are becoming increasingly more complex and important. More and more clients have family members with special needs who could benefit from a properly constructed estate plan. Even high net-worth clients are not immune from having to deal with these issues. This session will focus on the different types of special needs trusts available, when each should be used, and relevant tax considerations. Drafting tips, as well as traps for the unwary, will also be discussed.
Bernard A. Krooks, Esq., to be a panelist on “Sophisticated Special Needs Trust Drafting and Administration Issues” from 2:00 PM – 3:30PM on January 13, 2016.
This session will examine options available to practitioners drafting special needs trusts and how to address issues that arise during the administration of the trusts. It will explore the differences between first party SNTs and third party SNTs, as well as how to avoid problems during administration
Registration is required for this event. Click here for the brochure.