Problem Solving Clinic – September 30, 2021
September 30 @ 5:30 pm - 7:15 pm$25.00
Daniel Wilcoxen Problem Solving Clinic
“A PRIMER ON SPECIAL NEEDS TRUSTS FOR TRIAL LAWYERS”
Thursday, September 30, 2021 | 5:30 p.m. to 7:15 p.m. | Zoom |1.5 MCLE Credit | Cost: $25
Speakers: James Cunningham, Jr., Esq. and Daniel G. Van Slyke, Esq.
Designed to improve quality of life for individuals with special needs without disqualifying them for means-tested benefits, special needs trusts are difficult to create properly and still more difficult to administer. First, we will outline the purpose and types of special needs trusts and overview the arcane rules governing their administration. Next, we will address the circumstances and devices for creating and modifying special needs trusts through litigation, and discuss select case law involving special needs trusts.
AGENDA: Introduction – 5 Minutes | Presentation – 90 Minutes | Live Q&A with the speakers
RSVP: RSVP by email to [email protected] Registration fee of $25 may be paid by mailing a check to CCTLA, P.O. Box 22403, Sac CA 95822 or on-line at www.cctla.com. When registering for this program, you must provide your State Bar number. Join the live program by using the unique link emailed to you from a computer/tablet with high speed Internet. Credit is only provided to registered attendees who click on the unique link and participate from their own computer/tablet. By using the unique link, your actual log in/log out time will be recorded for your MCLE hours. CCTLA will report your MCLE hours to the State Bar. CCTLA cannot provide MCLE credit if you participate from a mobile phone. A link to the program will be sent to you once you register through Zoom.
MCLE: Credit has been approved with the State Bar of California for 1.5 Genera MCLE credit.
Capitol City Trial Lawyers Association is a State Bar of California approved MCLE provider.
SPONSOR: The Alcaine Halterbeck Investment Group offers bi-lingual plaintiff-only financial advice specializing in settlement planning, trust and estate management. Investment solutions include Structured Settlements and professionally managed investment portfolios. D.A. Davidson is unaffiliated with any law firm and does not provide tax or legal advice. Please consult with your tax and/or legal professional for guidance on your specific situation.
Consent to use of electronic media: Registration and attendance at, or participation in, CCTLA meetings, social events, and other activities constitutes an agreement by the registrant to allow CCTLA to use and distribute – both now and in the future the registrant or attendee’s image or voice in photographs, video, electronic reproductions and audio of such events and activities.