• On-Demand Video

Special Needs Trusts in Pennsylvania

Choose option(s) from grid below and click "Register".

Registration Options

Make your selection and click the Register button above.
On-Demand Video

---------- CLE 4 sub/0 eth PRICE Regular: $279.00
New Attorney: $140.00
Subscribers Pay: $0.00


This course guides you through the difficult process of creating a special needs trust using the PBI Press book Special Needs Trusts in Pennsylvania written by Edward L. Perkins, BA, JD, LLM (Tax), CPA of Gibson & Perkins, PC in Media, PA.

Ted Perkins and his expert faculty covers everything you need to be aware of, including:

Disability programs, heath insurance programs, other means-based benefits, trusts and their impact on SSI/MA benefits, steps to establish a special needs trust (SNT), income taxation of SNTs, administration of SNTs, administration of SSI SNTs to preserve benefits, drafting the self-settled SNT, drafting third-party SNTs, the MAGI SNT and alternatives to SNTs

Recorded live in September, 2018.

Practice Areas


Janet M. Colliton Esq., CELA Colliton Elder Law Associates PC
Anthony L. Marone Esq. Harvey Ballard & Bornstein
Ted Perkins JD, LL.M., CPA Gibson & Perkins, PC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
©2021 Pennsylvania Bar Association. All rights reserved unless otherwise provided in a separate agreement. Unauthorized use, duplication, republication or redistribution of this material is strictly prohibited without the prior express written consent of the Pennsylvania Bar Association.