Understanding Pooled Special Needs Trusts: Maximize Benefits For Your Clients
About this program
A D4C pooled trust is a type of pooled special needs trust specifically designed to hold the assets of individuals with disabilities. These are typically more affordable and quicker to establish than D4A stand-alone special needs trusts. However, they are an under-utilized tool in California. Our speaker, Michelle Wolf, will discuss the fundamentals of pooled special needs trust, legal considerations and best practices and case studies for how pooled special needs trusts can maximize benefits for your clients.
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This OnDemand CLE program earns 1 hour of General credit in California. It aired May 23, 2024 and features Michelle Wolf.
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