General Credit Hours:4
CDs/DVDs may not ship until 4-6 weeks after the original program date below.
Original Program Date: June 26, 2026
CLE Credit Expiration Date: December 31, 2027
- Identify and evaluate multigenerational planning challenges affecting families with beneficiaries with disabilities, including issues arising in family law, retirement planning, estate administration, and long-term care coordination while preserving eligibility for public benefits.
- Analyze the strategic use of special needs trusts and related planning tools in complex family and financial situations, including techniques for protecting assets, coordinating fiduciary responsibilities, and addressing planning failures involving third-party resources.
- Apply interdisciplinary and practical problem-solving approaches to special needs planning scenarios, including collaboration among legal, financial, and care professionals to develop comprehensive strategies that promote long-term financial security, continuity of care, and compliance with applicable law and ethical obligations.
50 Minutes
Intersection of Family Law and Special Needs Planning
Renee Safier Harris & Jack Rosenkranz
50 Minutes
Retirement Accounts and Special Needs Planning
Rebecca Bell
50 Minutes
Failure to Plan. Rescuing Third Party Assets
Marjorie Wolasky
50 Minutes
Panel Discussion
Melissa Barnhardt, Jennifer Tindell & Ann-Marie Campbell
Course Number:9865
Credit Hours:
General Credit Hours:4
Elder Law Credit Hours:4
Wills, Trusts, and Estates Credit Hours:4