The speakers will teach about six types of trusts that are frequently used for benefits purposes including: self-settled special needs trusts, pooled trusts, third party supplemental needs trusts, asset protection trusts, burial trusts and qualified income trusts. Topics for each trust will include what it is, intersection with benefits programs, taxation, and pitfalls.
Amelia Crotwell, Elder Law of East Tennessee
King Self, Elder Law Memphis
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This course is no longer available for purchase.
This program will be filed for Tennessee CLE credit. Please email a request to cle@tnbar.org for Georgia and Mississippi CLE credit.