Beverly Hills Bar Association
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Elder Law Committee of theTrusts
and Estates Section
Presents
Introduction To Pooled Special Needs Trusts And The Newly Formed JLA Trust, The Only Pooled Special Needs Trust In Los Angeles County
The speakers will discuss the use of "pooled" special needs trusts and, specifically, the newly formed not-for-profit JLA Trust, which is the only "pooled" special needs trust in Los Angeles County. A special needs trust protects assets and preserves government benefits and also protects assets for people unable to manage their own finances due to cognitive or other impairments. A "pooled" special needs trust allows families of more modest means to set up a trust for their loved one at lower costs and fees and offers otherwise unavailable benefits planning opportunities for beneficiaries over the age of 65. This program should not be missed by any attorney, fiduciary or other financial advisor for families with loved ones who have special needs.

Speakers:

Stuart Zimring, Esq. Legal Consultant to JLA Trust

Michelle WolfExecutive Director of the JLA Trust
When: Tuesday, January 10, 2017, 12:00 pm to 1:30 pm
Where: Beverly Hills Bar Association (Directions, Parking at 241 No. Canon Drive)
$0 - Members of The Order of Distinguished Attorneys
$25 - BHBA Members who pay in advance*
$225 - Non-BHBA Members who pay in advance*
Interested in Membership? Try it Free, No Commitment, for 30 days
Elder Law Committee Chair | Terry M. Magady, Esq.
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* Advanced registration closes 24 hours prior to event time. Registrations received thereafter include a $25 additional fee. Full refund with 48 hours notice. Raincheck with 24 hours notice.
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of One Hour of Participatory MCLE Credit and the Beverly Hills Bar Association certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education.
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This event has passed the cut off date for on-line registration. If you would still like to register for this event, please call the Beverly Hills Bar Association at (310) 601-2422 to check on availablity and register.

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