Tuesday, March 17, 2026

5:30 PM to 7:30 PM (Eastern Daylight Time)

Elm City Club

155 Elm Street, New Haven, Connecticut, United States

Register

15 people have already registered for this event.

  • Tanya Spurlin
  • Danielle Erickson
  • Gina Barry
  • Maurice Sturm
  • Henry Weatherby
  • Marilyn Toland
  • Thomas Flanagan
  • Agnes Orlowski
  • Robert Scalise
  • Joseph Cipparone
  • Barbara Green
  • Laurel Mangan
  • Samuel Laurencelle
  • Rachel Lang
  • Ingi-Mai Loorand

Modifying, Decanting or Merging a
Special Needs Trust – Time for a Closer Look

Speaker

Deborah J. Tedford, Esq. Tedford Law Firm of Mystic, Connecticut

Program Description

This presentation will start with the basics of modifying, decanting and merger, then proceed to evaluate how these different techniques apply in the context of special needs trusts, both first party and third party. The good news is that we have a number of new tools available, but special needs trusts present unique considerations. Not all techniques are suitable for all cases; there are limitations on what is permissible, but there are also valuable new opportunities.

Schedule

5:30 p.m. Registration | Cash Bar
6:00 p.m. Business Meeting | Dinner
6:30 p.m. – 7:30 p.m. Presentation

Cost

$40

CLE Credit

1.0 CT CLE

Please be aware that photos/recordings may be taken during this event. By registering, and selecting "yes" on the registration form, you consent to the Connecticut Bar Association’s reuse of any image/recording captured at the event of you and/or your guests for use in publicity/advertising purposes.




Contact

Member Service Center
Email: msc@ctbar.org
Phone: (844)469-2221