Estate Planning & Probate, Elder Law

The ABCs of SNTs: Special Needs Trusts & Planning

Sponsored by Vista Points
Description:

Join Mac Bailey, founding member of The Bailey Law Firm, Darlene Kemp, MPH, MBA-HCM and Theresa Law, LPN with Vista Points Special Needs Trusts & Resource Center, as they walk you through the complex world of special needs trusts and cover topics such as:

  • The Three Pillars of Special Needs Planning
  • Types of Special Needs Trusts and their specific purposes
  • Who can be the Beneficiary?
  • Drafting Tips
  • Ethical Considerations
  • How to lose Government benefits in 10 easy steps
  • AND much MORE!

Immediately following the presentations, a live 30-minute Q&A time is available with the speakers to answer any questions you may have.


FORMAT & HOW TO JOIN:

This event will be viewable on Zoom. The Zoom invitation will be made available in your TBA Account on the day of the program. If you have any questions related to the program, please email us at cle@tnbar.org.


SAVE MONEY: Use your prepaid CLE credits that come with your TBA membership to save on this course. Not a TBA member? Join now to start saving.

SPONSORS: Thank you to our sponsor, Vista Points.

Truly excellent. Excellent questions also.

Speakers/Producers


This course is no longer available for purchase.

Course Information Webcast - Archived Video Highlights
  • Approved Distance Learning for 2020
  • View from your laptop or mobile device
  • All 2020 CLE can be taken online
  • Convenient CLE from your home or office
Course Credits Dual Credits: 1.00
General Credits: 1.50
Total Credits: 2.5

This program will be filed for Tennessee CLE credit. Please email a request to cle@tnbar.org for Georgia and Mississippi CLE credit.