Public Benefits, Trust Drafting & Implementation:
A 12-Part Special Needs Training Webinar
A first of its kind series provides 12 one-hour webinars
on the most critical aspects of special needs planning.
on the most critical aspects of special needs planning.
Sponsored by
September 15 - December 8, 2010
$95 Per Session
Multiple Session Discounts available
FREE Registration
for ASNP Members
for ASNP Members
- Four main study areas:
- Understanding Public Benefits
- Using First Party SNTs
- Using Third Party SNTs
- SNT Administration
- Individual sessions consist of a 50 minute web-based visual presentation, telephone conference bridge and 10 minute Q&A session.
- Also included with each session are presentation materials (including Power Point), certificate of attendance and CLE request packet.
Click Here to see the full program descriptions
Who should attend?
This intermediate-level series is ideal for both an attorney developing a special needs practice as well as an established one sharpening skills. To help practitioners deliver the best service to clients, recognized leaders in this growing field reveal the latest planning techniques and strategies for giving special needs families financial peace of mind - from a thorough grounding in the relevant public benefit programs to trust drafting secrets employed by the top firms.
Each week will bring one of 11 nationally recognized leaders in special needs planning.
Harry S. Margolis
David Lillesand
Tom Begley
Vincent J. Russo
Harry S. Margolis
David Lillesand
Tom Begley
Vincent J. Russo
Webinar Series Chairman
Myers Urbatsch P.C.,
San Francisco, CA
ASNP Charter Member
CLE Credits
Each webinar attendee will receive an individualized CLE Kit which includes:
- Certificate of Attendance
- Description of Program
- Speakers Biogrophy
- Course Materials
