Atlanta Partner Kristen M. Lewis will facilitate an upcoming ALI CLE webinar on December 17 entitled, “Estate Planning for Special Needs.” Practitioners will understand how this type of planning differs from traditional estate planning and Lewis will cover a comprehensive set of best practices essential to securing the future of persons challenged by disabilities.
Nationally recognized for her work in the Special Needs Planning area, Kristen is a frequent speaker and author on the topic. She is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and an active member of the Special Needs Alliance, serving as co-editor of the organization’s monthly e-newsletter, The Voice. She is a faculty member for the annual American Bankers Association Advanced Trust and Wealth School, and she also regularly presents workshops on Special Needs Planning for parents and allied professionals.
Topics for this ALI CLE Program include:
- Understanding how special needs estate planning differs from traditional estate planning
- Drafting the right type of special needs trusts for beneficiaries with disabilities
- Preserving government benefits to access services not available on a private pay basis
- Identifying the right “allied professionals” to join the client’s team
- Overcoming common challenges encountered in special needs planning
- Leveraging the benefits of an ABLE account.
Program and registration details can be found at the ALI CLE website.
About ALI CLE
American Law Institute Continuing Legal Education (ALI CLE) is a premier provider of CLE to lawyers and related professionals across the country. Addressing a wide range of practice areas, ALI CLE programs are led by nationally recognized experts in their fields.
