Come join Ellen Cookman for a lively and informative presentation on the basics of special needs planning.  Ellen will answer the following questions, and more:

•   In which situations are Special Needs Trusts (SNTs) required?

•   What makes a SNT valid?

•   How can you help your clients choose the right trustee for their SNTs?

•   Should you draft a stand-alone or testamentary SNT?

•   What are ABLE accounts and how can they benefit your clients?

•   Can SNTs still capture stretch-out benefits for pre-tax retirement accounts, and if so, how should a SNT be drafted to ensure this?


Free for SMCBA EP Section members, $10 for non-members.