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Anatomy of a Special Needs Trust CLE (EYL171101)
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When: Wednesday, November 1, 2017
9:00 a.m. - 11:00 a.m.
Where: CBA Law Center
30 Bank Street
New Britain, Connecticut  06051
United States
Contact: Member Service Center

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Presented by The Young Lawyers Section

Seminar Code: EYL171101

CLE Credit
CT: 2.0 CLE Credits
NY: 2.0 CLE Credits (AOP)

About the Program
This program, featuring experts in the area of special needs planning, will provide an overview of the legal and practical issues surrounding special needs law, with a specific focus on selecting and drafting special needs trusts that best serve client needs. Special Needs Trusts are a crucial component in planning for a person with disabilities and require careful drafting and coordination with public benefit rules.

You Will Learn

  • How to understand and advise on public benefit rules for persons with disabilities – SSI, Medicaid, Medicare, and more
  • How to draft and administer both third-party and first-party special needs trusts, and to distinguish the legal characteristics of each
  • How to make proper distributions that preserve benefit eligibility

Who Should Attend
Estate planning and elder law attorneys with all levels of experience.


Brendan F. Daly
CzepigaDalyPope LLC
Sharon L. Pope
CzepigaDalyPope LLC

Cost: Includes a light breakfast and parking at the public garage at 35 Bank St
Member $7
         Non-member $150
         Student Member $25

Materials for this seminar will be e-mailed to registrants prior to the seminar for download. No paper copies will be prepared. Please note that refunds will not be granted once course materials have been received.

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and non-transitional credits. Financial hardship information available upon request.



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