Attorney Jennifer Coulter - Advanced Issues in Special Needs Trust Planning
Special Needs Planning with Consolidated Planning Group · Consolidated Planning Group
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Show Notes
Join this webinar to hear from Special Needs Attorney Coulter as she answers questions from our participants on the uses and limitations of Special Needs Trusts in the context of DAC benefits, including how such trusts can be used differently than for beneficiaries receiving SSI benefits. She will provide overarching principals and distinguish between the various limitations based on programs being received.
A partner at Townsend Allala, Coulter & Kludt, Attorney Coulter's own personal journey following an illness which caused blindness gives her a unique perspective as an attorney in the special needs community. You won't want to miss this webinar!