Presented by the Trusts & Estates Section
Program Name: Special Needs Trusts: New Laws and A New Look at Pooled Trusts.”
LACBA’s Trusts and Estates Section will address the increasing use of pooled SNT’s, the key new federal law that allows a disabled person to establish an SNT for his or her own benefit, and the advent of ABLE accounts. Panelists Michelle Wolf, Executive Director of Jewish Los Angeles Pooled Special Needs Trust, and veteran practitioners Steven P. Beltran and William L. Winslow will discuss these topics as well as the most important trust administration issues facing trustees of SNT’s, counsel, and the courts.
Michelle Wolf, Executive Director of Jewish Los Angeles Pooled Special Needs Trust
William L. Winslow, Gifford Dearing & Abernathy LLP
Steve P. Beltran, Moderator
Wednesday, February 15, 2017
Registration 12:00 – 12:30 p.m.
Program: 12:30-1:30 p.m.
Location: Special Events Center (Old Department 1, Room 222)
Los Angeles Superior Court
111 North Hill Street
CLE Credit: 1 Hour of CLE Including Estate Planning, Trust & Probate Law Legal Specialization Credit
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