CPE Seminar for Accountants: Special Needs Trusts
The purpose of a Special Needs Trust is to preserve public benefits for the trust beneficiary while supplementing the beneficiary’s lifestyle with private funds. It is important to understand the qualifications of this legal option and other trust options and their potential benefits.
1.o CPE Credit provided by Approved Program Sponsor, State Board of Accountancy – Bureau of Professional and Occupational Affairs
Wednesday, December 6 at the Offices of Gross McGinley, LLP
33 S. Seventh Street, Allentown, PA 18101
7:45 am Registration, 8:00 am to 9:00 am Program
Join us for the one-hour CPE credit seminar presented by experienced attorney Jim Ritter as he provides a primer on government benefits including SSI, medical assistance, and more. The presentation will then dive into Pennsylvania’s Special Needs Trust options including Third Party Special Needs Trust and Self-Settled Special Needs Trust. Jim will cover the legal requirements of each, and how they could potentially benefit your client in planning for their family’s future.
We are offering this seminar free of charge. However, space is limited. Please register by Wednesday, November 29th by fax to (610) 820-6006 or by email to firstname.lastname@example.org. For more information, please call (610) 820-5450.