Special Needs Trusts Out of Stock
Co-sponsored by the CBA Trust & Estate Section
Quantity
October 2014
Special Needs Trusts
Co-sponsored by the CBA Trust & Estate Section
Program Description:
Special Needs Trusts can be an effective and reliable way to shelter inheritance or gifts from being counted as a resource of the beneficiary for public benefits eligibility. However, there are a few special characteristics of these types of trusts that set them apart from other testamentary or inter-vivos trusts. This lunch discussion highlights those characteristics, provides example language and explains the reasoning behind the differences.
MEET YOUR PRESENTER
Kerri L. Klein, Esq., is a founding partner of POSKUS, CATON & KLEIN, P.C. Ms. Klein values close working relationships with her clients so that she can ensure their estate plans meets their unique personal and financial needs. Ms. Klein feels privileged to have worked with a diverse clientele and welcomes individuals from all walks of life. Specifically, Ms. Klein assists individuals in the areas of estate planning, gifting, guardianships, conservatorships, health care advance directives, powers of attorney, probate, taxes, trusts and wills, and estate administration. Ms. Klein is admitted to practice law in the State of Colorado and is a member of the Trust and Estate Section of the Denver/Colorado Bar Association, where she chairs the Rules and Forms Committee and is a member of the Executive Council. She is also a member of the Real Property, Probate and Trust Section of the American Bar Association.
Prior to opening her own law firm, Ms. Klein gained valuable estate planning experience with an AV-rated firm in the Denver Tech Center. In addition, she was mentored by an American College of Trust and Estate Counsel Fellow. Ms. Klein was selected by her peers as a Rising Star in 5280 magazine for 2009 - 2012.
Program Series Chair
Melissa R. Schwartz, Esq.
Steenrod, Schwartz & McMinimee, LLP
Denver, CO
Agenda:
11:30 AM - 12:00 PM
Registration
12:00 PM
Special Needs Trusts
- Characteristics That Set Them Apart from Other Testamentary or Inter-vivos Trusts
- Example Language
- The Reasoning Behind the Differences Between Special Needs Trusts and Other Trusts
1:00 PM
Adjourn
Presented by Kerri L. Klein, Esq., Poskus, Caton & Klein, P.C., Denver, CO
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $59.00 USD
- Member Price $39.00 USD
- General Credits 1.00
- Ethics Credits 0.00
- EDI Credits