Estate Planning/Probate Section Meeting
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ESTATE PLANNING/PROBATE SECTION MEETING
MAY 12, 11:45 A.M.
TOPIC: Special Needs Trusts
Tresi Moore Weeks will speak on recent developments in Special Needs Trusts. After a brief overview of government benefits and special needs trusts, Tresi will help estate planning and probate attorneys understand how child support can cause an adult child with disabilities to lose Medicaid/SSI and how to avoid disqualification; the income tax benefits of leaving IRAs and 401(k)s to Special Needs Trusts; and recent changes and risks involving ABLE Accounts, which allows a person with disabilities to save money with out affecting their government benefits. Tresi will also cover how attorneys drafting to minimize estate tax my unwittingly cause the loss of government benefits of a beneficiary with disabilities and how to avoid these problems.
SPEAKER: Tresi Weeks
CLE: 1.0 Participatory Hour (CCBA Members)
We will be meeting in person at Abuelo’s in Plano (3420 N Central Expressway, Plano, TX 75075). Virtual/recording will not be available.
The lunch buffet will be $23 per person.
***Please note the new cost of lunch will be $23.00 per person, which includes tax and tip, and can be paid in person at the time lunch is served.
WE ENCOURAGE YOU TO RSVP ONLY IF YOU WILL BE ABLE TO ATTEND IN ORDER TO HAVE AN ACCURATE HEAD COUNT FOR FOOD. THIS MEETING IS OPEN TO ALL CCBA MEMBERS. PLEASE RSVP WITH THE LINK BELOW BY MAY 10 (5:00 P.M.).
NOTE: SIGN IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. THE CLE LINK WILL BE AVAILABLE IMMEDIATELY AFTER REGISTRATION. SUBMIT ATTENDANCE WITH THE LINK AFTER THE MEETING (NO SELF-REPORTING). SUBMISSION DEADLINE: 5/17/23. SAVE THE LINK FOR THE DAY OF THE MEETING!