Credit Details
Credit Hours:
1.00
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
General
Original Air Date:
May 23, 2024
Credit Eligible In:
California
$45
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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.
Ask the speaker a question. Email and be sure to include the program name in the subject line.
With close to three decades of experience working in the Jewish, non-profit and governmental sectors, and with a focus on social services/special needs, Michelle is uniquely positioned to provide the professional leadership to launch this program. She was previously the Transitions Coordinator at Bet Tzedek from 2012-2014, and in that position, she created a 42-member coalition of agencies intersecting the developmental disabilities and aging worlds. Previously, she was Director of the Caring for Jews in Need department at the Jewish Federation of Greater Los Angeles. She also writes a monthly column for the Jewish Journal on special needs/social services issues.
Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.
This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.
Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.
Live Webinars are free for all members. OnDemand is free for members at the Sustainer or higher level. Economy members pay the full rate.
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