Atlanta Partner Kristen M. Lewis will be presenting on a national webinar hosted by Rossdale CLE on September 12th entitled, “30 Best Practice Tips for Advising Families with Special Needs Beneficiaries.”
Lewis, an ACTEC Fellow and member of the Special Needs Alliance, will cover a variety of topics during the program including the “network” of Special Needs Trusts that serves as the foundation for securing the future of persons challenged by disabilities; the team of “allied professionals” that helps design and implement a comprehensive Special Needs Estate Plan; the types of government benefits and programs that can be accessed and preserved with proper Special Needs Trust planning; the most common challenges (and solutions) encountered in Special Needs Estate Planning; and the newest tool in the planner’s arsenal: the ABLE account.
Learn more at Rossdale CLE.
