In this session you will learn about specialized guidance to assist in advising clients who are living with a disability. The program will navigate through the tax code to maximize advantages for qualified disability trusts. Attorney Travenia Holden will discuss what is a qualified disability trust, basics of a special needs trust, and the purpose of qualified disability trusts.

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and take this course for free. Not a TBA member? Join now to start saving.