October 31st, 2017

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 mmiller@steve.framework30a.com. For more information, please call (610) 820-5450.

Featured Speaker:

James A. Ritter, Esq.

The content found in this resource is for informational reference use only and is not considered legal advice. Laws at all levels of government change frequently and the information found here may be or become outdated. It is recommended to consult your attorney for the most up-to-date information regarding current laws and legal matters.