Understanding and Using Trusts: Session 7 Out of Stock
Strategic Trusts for Elderly and Disabled Clients
Quantity
Topics Include:
- First-Party Special Needs Trusts Created with the Beneficiary's Own Funds
- Third-Party Special Needs Trusts Created by Parents for a Disabled Child
- Third-Party Special Needs Trusts Created by a Spouse for the Benefit of a Spouse in a Nursing Home
- Public Benefits Primer
- Tax Issues Related to Special Needs Trusts
Presented by Bradley J. Frigon, JD, LLM, CELA, Law Offices of Bradley J. Frigon, LLC
Submitted for 4 General CLE Credits
This session is part of the nine program “Understanding and Using Trusts” series. To view and register for the full series click here.
If special accommodations are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
Please note that the home study will be available approximately 2-3 weeks following the live program.
9:00 am – 12:15 pm (with a 15 minute break)
Strategic Trusts for Elderly and Disabled Clients
Presented by Bradley J. Frigon, JD, LLM, CELA, Law Offices of Bradley J. Frigon, LLC
12:15 pm
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $389.00 USD
- Member Price $289.00 USD
- General Credits 4.00
- Ethics Credits
- EDI Credits