Social Security Disability 101: Understanding the Difference Between SSI & SSDI, and Why it Matters to Estate Planners and Administrators

11/24/2014 - 12:30 PM to 1:30 PM
This seminar will include multiple hypotheticals and practical advice on dealing with clients or beneficiaries receiving SSI. This will also include a basic training on how to counsel clients with an SSI overpayment resulting from an inheritance, bequest, or distribution....
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Estate Planning for Beneficiaries with Special Needs

12/02/2014 - 12:30 PM to 1:30 PM
Attendees will learn about special needs trusts. Topics will include maximizing quality of life and preserving eligibility for public benefit programs....
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CLE – When Clients Move: Addressing Changes of Domicile in Estate Planning

12/04/2014 - 2:00 PM to 5:00 PM
Know what the possible implications are when your client effectively changes domicile. Learn techniques to minimize unpredictability for your clients’ future plans. ...
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