If You Think the Typical Special Needs Trust
Is Enough to Protect a Disabled Beneficiary on Public Benefits
- - Think Again!
Most estate planning attorneys and financial advisors know that a Special Needs Trust (“SNT”) can preserve a disabled beneficiary’s public benefits.
However, even if that SNT legal document form you’re using is okay, there’s a lot more to proper disability planning than just a “boilerplate” SNT.
Are you considering and addressing…
- How to fund a lifetime financial plan to care for the loved one with disabilities?
- How to provide supplemental lifetime support by purchasing additional items and services that make life more rewarding?
- How to set up a system of advocacy to preserve the person’s civil rights?
- How to provide a lifetime caregiving arrangement?
- How to establish an efficient, knowledgeable, long-term management team?
Learn how to custom-build SNT planning (and differentiate yourself in the marketplace) by solving these and other critical disability planning issues by joining us for a program entitled, “Planning for Loved Ones with Disabilities” sponsored by the Academy of Special Needs Planners with guest speaker, estate planning attorney and California Bar Certified Specialist in Estate Planning, Trust & Probate Law, Kevin Urbatsch.
- Program Title: Planning for Loved Ones with Disabilities
- Speaker: Kevin Urbatsch
- Duration: 90 minutes
ABOUT THE SPEAKER
J.D., California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Kevin Urbatsch is a Certified Specialist in Estate Planning, Trust, and Probate Law by the California State Bar Board of Legal Specialization. In May 2011, Kevin was presented the NAELA’s Presidential Recognition Award for his work in special needs planning. In 2010, 2011 and 2012, Kevin was named a Northern California Superlawyer. In 2009, Kevin was named KRON-TV’s Best of the Bay estate planning attorney for San Francisco and for Northern California. In 2012, Kevin Urbatsch was named a member of the Advisory Board to the Academy of Special Needs Planners, a national organization of special needs planning professionals. Kevin is the…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.