Understanding Pooled Special Needs Trusts: Maximize Benefits For Your Clients

$45

FREE FOR BHBA MEMBERS

Join first, then login to BHBA+ to access this program.

Add to watchlist

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

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. Email for accreditation information in your state.

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.

|

Founding Executive Director Jewish LA Special Needs Trusts and Services

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.

... Read more

You May Also Like

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.

NextGen Membership

Courtesy of Lawyers’ Mutual Insurance Company. Attorneys with fewer than three years in practice, law students, and those awaiting bar results receive Sustainer-level membership free of charge.

Membership Type(Required)

Attorney (Less than 3 years in practice)

Law Student

Awaiting Bar Results

Name(Required)

First Middle Last

Email(Required)

Phone

I am admitted in(Required)

State Bar Number(Required)

Admission date(Required)

Law School(Required)

Graduation Year(Required)

CAPTCHA

Free CLE for Public Interest, Federal, State, and Local Government Attorneys and Others

Attorneys who qualify under any of the following categories are eligible for free live and OnDemand BHBA CLEs.

Untitled(Required)

I am an attorney employed by a §501(c)(3) organization

I am currently employed, or have been within the last three months, by the federal government

I am currently employed, or have been within the last three months, by state or local government

Name(Required)

First Middle Last

Email(Required)

Company(Required)

Select your state for accreditation(Required)

State Bar Number(Required)

CAPTCHA

Phone

This field is for validation purposes and should be left unchanged.