Large Firm Service. Small Firm Attention.
Date(s) - May 10, 2019
Categories No Categories
Do you have clients who are disabled? Do you want to help them with protecting their assets without jeopardizing their ability to receive benefits from Social Security, Medicaid, and other public assistance services that might be available to them? Or, if you don’t have these clients now, would you like to be able to help them in the future?
Do you have questions about how to help clients in these types of situations?
If so, you should join us at the May 10, 2019, Estate Planning Council of Rockland County’s Estate Planners’ Day at Nyack Seaport 8:30-11:30 A.M.
“Supplemental Needs Trusts – Everything You Want to Know, But Are Afraid to Ask”
Whether you are an attorney, an accountant, or a financial planner, these are key considerations you need to be knowledgeable about to assist your clients and their relatives in handling these types of matters. Come with your questions and leave better informed on how to assist your clients in this area. Learn the latest trends, techniques, and regulations that will impact your clients if they have a need in this area.
Develop a network of key resources who can help you and your clients in this area. Topics Include:
- the different types of special needs trusts,
- the basics you need to be aware of that affect their eligibility for benefits,
- the considerations your clients need to be aware of in selecting trustees,
- the things you need to make sure are handled in properly administering the trust, and
- how the trust will be taxed.
Littman Krooks partner, Amy C. O’Hara, Esq., to present.
There is a full breakfast included in this event. This event is included in REPC members annual fee (RSVP Is Required). Non-members and guests are invited to attend, but must RSVP in advance. Payment is by check or cash at the event and the cost to attend is $50.00. RSVP ASAP – Last Date to RSVP Is May 3rd. 2019