Understanding Pooled Special Needs Trusts: Maximize Benefits For Your Clients

Thursday, May 23, 12:30 pm - 1:30 pm Pacific via ZOOM

BHBA members attend all CLE webinars for free. There is a fee for non-members. Check out all membership options at www.bhba.org/membership.

Earn 1.0 CA CLE Hours, Including Estate Planning, Trust and Probate Law Specialization

Meet the Speaker

Michelle Wolf

Founding Executive Director

Jewish LA Special Needs Trusts and Services

About the Program

A D4C pooled trust is a type of pooled special needs trust specifically designed to hold the assets of individuals with disabilities. These are typically more affordable and quicker to establish than D4A stand-alone special needs trusts. However, they are an under-utilized tool in California. Our speaker, Michelle Wolf, will discuss the fundamentals of pooled special needs trust, legal considerations and best practices and case studies for how pooled special needs trusts can maximize benefits for your clients.

Section Sponsors

This program is presented by the Trust and Estates law section, chaired by Elizabeth Acevedo and David Shapiro. The Elder Law Committee is chaired by Terry M. Magady. Find out more about the sections at www.bhba.org.

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