Events

Special Needs Planning for Trust Beneficiaries — More and More Beneficiaries Need It

American Bankers Association 2011 Trust and Estate Planning Telephone Briefing Series

November 3, 2011

1:00 p.m. - 3:00 p.m.  EDT

Thomas W. Abendroth, leader of Schiff Hardin’s Private Clients, Trusts and Estates group, will co-present the ABA telephone briefing “Special Needs Planning for Trust Beneficiaries — More and More Beneficiaries Need It,” on Thursday, Nov. 3. The live telephone briefing will discuss:

  • The importance of planning for beneficiaries with special needs
  • The growing need of states for more money to support special needs beneficiaries
  • Different techniques for protecting property of special needs beneficiaries
  • What trusts work and what trusts do not work
  • How to deal with the parents of a special needs beneficiary
Additional information and registration is available at http://www.aba.com/teleweb/tb110311.htm.

CTFA, CFP, CPE and CPA credit is available.