A pre-recorded streaming VIDEO replay of one session from the October 2018 live seminar, 37th Annual Trusts and Estates.
Note: Your GAL certificate may be found at the front of your written materials.
Cosponsored with the Trusts and Estates Section of the Virginia State Bar
Supported by The Trust Company of Virginia
Special needs considerations in estate planning are more important every year, as the younger population with disabilities increases, and the benefits available decrease. It is also necessary to understand the basic rules of first-party trusts to be able to serve those clients under age 65 who need to shelter assets to be able to receive Medicaid and/or SSI benefits. Being able to spot issues for your clients is half the battle!