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EYL150225-Anatomy of a Special Needs Trust CLE
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This program, featuring experts in the area of special needs planning, will review and explore the myriad of legal and practical issues surrounding Special Needs Law, which focus on creating a life plan for individuals with disabilities in order to achieve the goal of independent living.

2/25/2015
When: Wednesday, February 25, 2015
9:00 a.m. - 12:00 p.m.
Where: CBA Law Center
30 Bank Street
New Britain, Connecticut  06050
United States
Contact: Member Service Center
(860)223-4400


Online registration is closed.
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Presented by the Young Lawyers Section

Seminar Code: EYL150225

CLE Credit: 3.0 Hours 

About the Program:


Special Needs Law is based on creating a life plan for individuals with disabilities in order to achieve the goal of independent living. But estate planning and elder law attorneys aren’t the only practitioners who should be familiar with Special Needs Law. Attorneys who secure personal injury settlements, spousal and child support awards, and workers compensation settlements for their clients also need to have an understanding of Special Needs Law to protect their disabled clients’ access to public benefits. This program, featuring experts in the area of special needs planning, will review and explore the myriad of legal and practical issues surrounding Special Needs Law.


Who Should Attend:

Estate planning, elder law, family law, personal injury, and workers compensation attorneys with all levels of experience.

 

You Will Learn: 

  • How to conduct an in-depth evaluation of personal needs and private assets
  • How to draft and administer both third-party and first-party special needs trusts, and distinguish the legal characteristics of each
  • How to establish Medicare Set-a side trusts--an ancillary, but often necessary, type of trust for individuals who receive a settlement from a worker’s compensation claim


Program Chairs and Moderators:
Linda Bulkovitch, 
Statewide Legal Services, Colchester

Tara C. Dugo
, Roberts Family Law, Darien

Bernardo G. Cuadra, Shipman & Goodwin LLP, Hartford
Kristen Wolf
, Wolf & Shore LLC, Hamden


Speakers:

Claudia W. Englisby, CzepigaDalyPope LLC, Hartford 

Sharon L. Pope, CzepigaDalyPope LLC, Hartford

 

Event Cost: Member $105
                      Non-member $185
                      Law/Paralegal Student $50

 

** CLE materials for this seminar will be e-mailed to registrants prior to the seminar for download. Please note that refunds will not be granted once course materials have been received. Refunds require a minimum of two business days notice.

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. Financial hardship information available upon request.