Large Firm Service. Small Firm Attention.
Date(s) - January 11, 2023
2:00 pm - 3:30 pm
Join Bernard Krooks at the 57th Annual Heckerling Institute on Estate Planning, where he will review case studies focusing on how to plan for retirement accounts when there is a special needs beneficiary, and will also discuss special needs trust funding and administration issues, including the taxation of special needs trusts.
Register by November 11, 2022 to have your name and firm affiliation included on the Institute Registration List!