Pre-Conference Intensive on Special Needs Trust
For fiduciaries looking to understand first party special needs trusts, its settlement process and subsequent trust administration, there will be a special Pre-Conference Intensive, Special Needs Trusts from Beginning to End – A Review of What Precipitates an SNT to Its Successful Administration held on Wednesday, May 1.
This Pre-Conference Intensive will follow a workers comp case from injury to its Special Needs Trust creation and administration. Esteemed attorneys and professionals from care planning, structured settlements, and investment management will provide insight and instruction into the Special Needs Trust creation process. Presenters include:
- Tony Beck, Esq. – Williams, Beck & Forbes
- Plaintiff’s Attorney
- Doreen Casuto, RN – Rehabilitation Care Coordination
- Life Care Planner and Case Manager
- Jeremy Lau, CFA, CFP® – Prudent Investors Network
- Investment Advisor
- Ted Ong – Prudent Investors Network
- Investment Advisor
- Mary Waltari – Battaglia & Waltari
- Estate Planning Attorney
- Mike Zea, MSSC – Ringler Associates
- Structured Settlement Consultant
Please watch the below video to learn more about the Pre-Conference Intensive!
This Pre-Conference Intensive is worth 5.0 CEU/1.0 MCLE.
We invite you to click the Registration Button to Register for this Pre-Conference Intensive!
