• On-Demand Video

Special Needs Trusts in Pennsylvania

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TypeTitleStartEndCLEPrice
On-Demand Video

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

About

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

Faculty

NameFirm/Company
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.
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