Lawyers, in conjunction with financial advisors and other professionals, often need specialized guidance to assist in advising clients who are living with a disability. Clients may include people living with a physical, mental or intellectual disability. This program will navigate through the tax code to maximize advantages for Qualified Disability Trusts and discuss ethical considerations of using a trust to qualify for Medicaid. There are many duties and ethical considerations associated with serving as a trustee – learn about these issues in this specialized program.
This program is sponsored by Vista Points, The Special Needs & Resource Center.
Online materials are available for this program!
SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and save on this course. Not a TBA member? Join now to start saving.
You may park in the 210 Commerce Street Garage (3rd Avenue/Commerce St.). We will be validating parking tickets, so please make sure to bring your ticket!
This course is no longer available for purchase.
This program will be filed for Tennessee CLE credit. Please contact TBA for Georgia, Mississippi and Alabama credit.