Estate Planning/Probate Section Meeting

Date: Friday, January 8, 2016
Time: 11:45am - 1:00pm
Location: Abuelo's
Speaker: Tresi Weeks

Join the Estate Planning and Probate Section on Friday, January 8, 2016 for a CLE presentation on “Hello From the Other Side:  Salvaging Special Needs Situations” by Tresi Weeks, attorney with the Weeks Law Firm.  Imagine that while administering your client’s will or trust you realize that a disabled beneficiary will receive distributions, but the will/trust did not include a special needs trust.  The disabled beneficiary may lack capacity, or may lose their Medicaid coverage as a result of the inheritance.  Ms. Weeks will discuss some strategies to salvage the situation, including decanting, court-created trusts, court modification of trusts, and savvy distributions.  She will also show us what language you may be using in every document that could be fatal for a special needs beneficiary, and what language to include to avoid these situations.

 

Date:  January 8, 2016

Time:  11:45-1:00

Location:  Abuelo's in East Plano, 3420 N. Central, north of Parker Rd.

Cost:  $15 including tax and tip for fajita buffet, tea and water

CLE credit:  1 hour

 

Please register below.

 

We hope to see you then!

 

Location Abuelo's Mexican Food Embassy, 3420 N. Central Expressway, Plano, TX 75074

 

REGISTRATION DEADLINE: NOON - JANUARY 7

 

See Upcoming Event Calendar