This registration form is for Monday, May 20, Noon–1:30 p.m. ET
This program is also available on:
Thursday, July 18, 10:00–11:30 a.m. ET
| MCLE Credit: | 1.5 |
| Live-Interactive Credit: | 1.5 (all dates, all formats) |
| GAL for Incapacitated Persons CE Credit: | 1.5 (GAL Information) |
| Designation Credit: | 1.5 Trusts and Estates Practice |
Pooled special needs trusts provide an essential safety net in estate plans. Attorneys who draft estate plans must expect the unexpected—a client’s unforeseen disability, a fiduciary who becomes ill, a contentious relationship between the beneficiary and the fiduciary, or assets that are depleted below the corporate fiduciary’s minimum.
By including additional authority in documents, attorneys-in-fact, executors, and trustees can react to unforeseen circumstances and create and fund pooled special needs trusts for clients and their loved ones without the need for court involvement. When an individual special needs trust is being set up, if the trustee is given proper authority, the trust assets can be transferred to a pooled special needs trust sub-account in the event that the trustee becomes unable or unwilling to serve.
Further, special needs planning, and estate planning in general, can be strengthened by giving fiduciaries the authority to create, fund, and manage pooled special needs trust sub-accounts and ABLE Act accounts.
ATTENDING IN PERSON?
The Bobzien-Gaither Education Center in Richmond/Innsbrook is our new state-of-the-art facility designed with your safety in mind. It features a Centurion air filtration system, which quickly and effectively eliminates viruses and bacteria. Additionally, the facility is thoroughly cleaned before each seminar, and face masks and hand sanitizer will be available.
COVID-19 POLICY FOR LIVE-ON-SITE ATTENDANCE
By attending a live-on-site Virginia CLE® seminar, you acknowledge the health risks associated with COVID-19 and that you MUST follow all Virginia CLE® COVID-19 policies. You may NOT attend a live-on-site program if you have tested positive for COVID-19, if you are experiencing COVID-19 symptoms, or if you are under any self-quarantine orders per CDC guidelines.
Registration Deadlines:
Webcast: | 10 minutes prior to seminar. If you register for a webcast the day of the seminar, your e-mail receipt will include a link to launch the seminar and download the materials. |
Telephone: | Online registration ends at 11:59 p.m. the day preceding the seminar |
Live on Site: | Online registration ends at 11:59 p.m. the day preceding the seminar |
Cancellation Policy: Cancellation/transfer requests will be honored until 5:00 p.m. the day preceding the seminar. You will, however, be charged $40 if you cancel or transfer your registration to a different seminar after the link to the materials has been e-mailed by Virginia CLE®.
Full refunds or transfers are available up to two days after a webcast in the unlikely event that you experience technical difficulties.
Dietary Restrictions: If you have dietary restrictions and are attending the seminar in person, please email deanna.mcglothlin@vacle.org.
Inclement Weather Policy and Updates.
MCLE Credit Caveat: The MCLE Board measures credits by the time you spend in attendance. If you enter a seminar late or leave it early, or both, you must reflect those adjustments accurately in the credits you report on your credit reporting form. A code will be given at the end of the seminar, which must be written on your MCLE form.
Can’t Attend?
E-mail distance_ed@vacle.org to be notified when/if this program is made available as an online or USB seminar.
E-mail publications@vacle.org to be notified when/if this program’s seminar materials are made available for sale.
12:00 | Using Pooled Trusts as a Safety Net When Drafting Estate Plans |
1:30 | Adjourn |
Rachel Baer, Commonwealth Community Trust / Richmond
Rachel Baer, Esq., is Counsel and Director of New Client Services at Commonwealth Community Trust, a non-profit pooled trust administrator serving beneficiaries across the United States who are injured, vulnerable, or have special needs.
Prior to joining CCT, Ms. Baer was a partner at Family First Law Group, PLLC, in Alexandria, Virginia, and her practice focused on estate planning, estate and trust administration, and guardianship and conservatorship. Before entering private practice in 2012, Ms. Baer served as an Assistant Attorney General in the Virginia Attorney General’s Health Services Section for two years, helping to advise several state agencies that provide services to persons with disabilities.
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