March 17, 2026
5:30 PM to 7:30 PM (Eastern Daylight Time)
Elm City Club
155 Elm Street,
New Haven,
Connecticut,
United States
One person has
already registered for this event.
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
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