Learn the latest on Mastering Special Needs Planning, Trusts, and Benefits CLE with this convenient, telephonic seminar with visual access to written materials. All registered attendees who are unable to participate in the teleconference will be e-mailed a complimentary absentee recording and podcast of the full-length seminar two days after the teleconference. Register to obtain CLE and MCLE credit, receive access to complete course and reference materials, and attend this telephonic seminar.

Benefits:

Over 42 million Americans or 13% of the U.S. population have special needs, ranging from hearing, vision, cognitive, walking, self-care or independent living difficulties. There is a huge need today for attorneys to counsel clients and families affected by special needs. This rapidly growing practice area requires fluency with comprehensive Special Needs Financial Plans, Special Needs Trusts, and other trust plans. At the same time, obtaining benefits for special needs requires fluency with the changing regulatory landscape in the field. The faculty for this program features a national authority on the subject, who will cover tax considerations, trust vehicles, planning, benefits, and little-known tools that can generate significant benefits clients. Registration includes online access to course and reference materials that serve as a helpful guide to the numerous topics and techniques discussed in the program.

Agenda:

Mastering Special Needs Planning, Trusts, and Benefits CLE:

a. Effectively Utilizing Allied Professionals

b. Using Little-Known Tools to Generate Significant Benefits for Clients

c. Defining Networks of Special Needs Trusts

d. Implementing a Comprehensive Special Needs Estate Plan

e. Uncovering Government Benefits and Programs

f. Overcoming Common Challenges & Solutions

g. Securing the Financial Future of Clients with Disabilities

h. Successful Special Needs Financial Plans

i. Identifying the Funding Formula

j. Recognizing when Private Pay is Not an Option

k. Accessing Means-Tested Government Programs

Interactive Question & Answer Session with the Experts

Biography of Seminar Faculty:

Kristen M. Lewis is a Partner at Harrison LLP, where she is nationally recognized for her proficiency in Special Needs Trust planning for persons challenged by disabilities, and is a frequent speaker and author on this topic. Ms. Lewis currently serves on the Board of the Center for the Visually Impaired, and is a past Board Member of All About Developmental Disabilities, as well as the former Board Chair of her state’s Community Supports & Solutions, all of which serve persons with disabilities and their families. She is currently a Board Member of Eagle Ranch, a non-profit that works to unify troubled families, and serves on the Board of Wesley Woods Senior Living, which provides affordable housing for seniors of limited means, and Better Living Together, Inc., which seeks to provide affordable housing for persons with intellectual and developmental disabilities and others of modest means. Ms. Lewis is an active member of St. Jude the Apostle Catholic Church. Ms. Lewis is a highly sought-after speaker and author on special needs, including a prominent article on "Planning Challenges for Beneficiaries With Special Needs," "Top 15 Tips for Estate Planners When Planning for Special Needs," "Planning for Beneficiaries with Special Needs" and "The Crime of the 21st Century: Financial Abuse of Elders.” In recent years, Ms. Lewis has lectured frequently on the topics of Elder Financial Abuse and Special Needs Planning for Persons with Disabilities for ACTEC, the American Law Institute, the Society of Financial Services Professionals, the National Association of Personal Financial Advisors, the Heckerling Estate Planning Institute, the Special Needs Alliance, the National Academy of Elder Law Attorneys, among others. Ms. Lewis is a graduate of Wellesley College and Cornell Law School.

CLE Credit: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals.

Alabama State Bar MCLE Commission for 1.5 MCLE credits

Alaska Bar Association for 1.5 CLE Credits *

Arizona State Bar for 1.5 CLE credits**

Arkansas Supreme Court - Office of Prof. Programs for 1.5 CLE credits

California State Bar for 1.5 MCLE credits

Colorado Supreme Court Board of Continuing Legal and Judicial Education for 1.8 CLE Credits

Connecticut for 1.5 Ethics CLE Credits

Delaware Commission on Continuing Legal Education *******

District of Columbia (CLE credits are not required)***

Florida Bar for 2.0 CLE credits

Georgia Bar for 1.5 CLE credits

Hawaii State Board of CLE for 1.5 CLE credits

Idaho State Bar for 1.5 CLE credits

Indiana Commission for Continuing Legal Education for 1.5 CLE Credits

Iowa Commission on Continuing Legal Education for 1.5 CLE Credits

Kansas Continuing Legal Education Commission for 1.5 CLE Credits

Kentucky Bar Association for 1.5 CLE Credits

Louisiana Supreme Court Commission on MCLE for 1.5 MCLE credits

Maryland (CLE credits are not required)***

Massachusetts (CLE credits are not required)**

Michigan (CLE credits are not required)***

Minnesota State Board of Continuing Legal Education for 1.5 CLE credits

Mississippi Commission on Continuing Legal Education for 1.5 CLE credits

Missouri Bar for 1.8 MCLE Credits

Montana Commission of CLE for 1.5 CLE Credits

Nebraska Mandatory Continuing Legal Education for 1.5 CLE credits ******

Nevada Board of Continuing Legal Education for 1.5 CLE credits

New Hampshire for 1.5 CLE credits ****

New Jersey Board on Continuing Legal Education for 1.5 CLE credits (per Rule 201:4)

New Mexico Minimum Continuing Legal Education Board for 1.5 CLE credits

New York State Bar for 1.5 CLE credits

North Carolina State Bar Continuing Legal Education for 1.5 CLE credits

Ohio - Supreme Court of Ohio Commission on CLE for 1.5 CLE Credits

Oklahoma Bar Association for 1.5 CLE Credits

Oregon Bar for 1.5 MCLE Credits

Pennsylvania Continuing Legal Education Board for 1.5 CLE Credits

Puerto Rico for 1.5 CLE credits (Tribunal Supremo de Puerto Rico)

Rhode Island Mandatory Continuing Legal Education Commission for 1.5 CLE credits

South Carolina - Supreme Court of South Carolina for 1.5 MCLE Credits*****

South Dakota (CLE credits are not required)***

Tennessee Commission on CLE for 1.5 CLE Credits

Texas State Bar for 1.5 CLE credits

Utah State Board of Continuing Legal Education for 1.5 MCLE credits

Vermont Mandatory Continuing Legal Education Board for 1.5 CLE credits

Virginia State Bar for 1.5 MCLE credits

Washington for 1.5 CLE credits

West Virginia for 1.8 CLE credits

Wisconsin Board of Bar Examiners for 1.5 CLE credits

Wyoming State Bar for 1.5 CLE credits

Additional States - call customer service at (888) 626-3462

* Members of the Alaska Bar Association may report 1.5 CLE credits for participating in this course as it has been approved by other mandatory CLE jurisdictions for 1.5 CLE credits.

** The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.

*** States that do not require CLE are indicated above. Rossdale does not apply for CLE in these states as CLE credit is not required.

**** The New Hampshire does not approve or accredit CLE activities for the Continuing Legal Education requirement. Pursuant to NH Supreme Court Rule 53, this activity may be counted for up to 1.5 CLE hours.

***** Members of the SC Bar may seek credit directly with the CLE Commission by submitting the 1-page form to the Commission prior to the teleconference and may contact the sponsor to secure an off-set in the registration cost.

****** Please enter NE Bar number on registration form when registering.

******* Please include your DE Bar Number so a Form 4 may be forwarded to you after the course.

For additional questions, please call 888-626-3462.

REGISTER FOR CLE CREDIT AND LISTEN AND LEARN AT YOUR CONVENIENCE WITH THIS LIVE TELEPHONIC SEMINAR.

All registered attendees who are unable to dial into the live teleconference will be e-mailed a complimentary downloadable recording and podcast of the full-length seminar.

You will receive toll-free dial-in instructions, online access to course and reference materials, and be registered for CLE credit when you check-out with a credit card or your check is processed.