Pre-Settlement Planning: Considerations for Meeting Clients' Current and Long-Term Needs (Streaming)





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NJA and Wells Fargo Special Needs Trust Services cordially invites you to a panel discussion featuring legal, medical, and fiduciary professionals experienced in helping guide individuals who are receiving a personal injury settlement.

A Special Needs Trust can help individuals living with a disability plan for the future and is designed to meet current and long-term cash flow needs that enhance quality of life while preserving eligibility for means-tested state and federal benefits.

Topics will focus on proactive planning opportunities, to include:  

· Special Needs Trusts

· Settlement Allocations

· Life Care Plans

· Public Benefits Considerations

 

Featured Speakers:


Richard D. Chatwin Attorney at Law/ M.B.A.
Certified Elder Law Attorney & State Bar of Nevada Specialist, Nevada Representative of the Special Needs Alliance

 

Tracy M. Pea, CTFA, Advisory Specialist, Special Needs Trust Services, Wells Fargo Wealth Management

 

Ryan J. Earl, Attorney at Law, Law Offices of Ryan J. Earl

 

 

Wednesday, September 12, 2018
12:00–1:30 p.m.  CLE

 

Question & answer session immediately follows the presentation.

 

Sponsored by: Wells Fargo Special Needs Trust

                      Sunshine Litigation Services

 

Sponsors

Sunshine Litigation Services
Sunshine Litigation Link

Wells Fargo
Well Fargo Link
Cancellation Policy

Refunds are granted 48 hours prior to event. No show, no refund.