eCourse
What Every Estate Planner Needs to Know About Pooled Trusts
Contains material from Sep 2021
What Every Estate Planner Needs to Know About Pooled Trusts
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Learn how special needs planning differs from elder law planning, the intersection of the two, and why a pooled trust might be an option for special needs beneficiaries. Explore what to consider when investigating pooled trusts and what differs about the remainder policies. Drafting tips will include how to give your clients the option to use a pooled trust even when creating a special needs trust as a part of the estate plan.
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What Every Estate Planner Needs to Know About Pooled Trusts (Sep 2021)
Karen Dunivan Konvicka
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Session 1
—46 mins
What Every Estate Planner Needs to Know About Pooled Trusts (Sep 2021)
Learn how special needs planning differs from elder law planning, the intersection of the two, and why a pooled trust might be an option for special needs beneficiaries. Explore what to consider when investigating pooled trusts and what differs about the remainder policies. Drafting tips will include how to give your clients the option to use a pooled trust even when creating a special needs trust as a part of the estate plan.
Originally presented: Aug 2021 Estate Planning, Guardianship and Elder Law Conference
Karen Dunivan Konvicka,
Commonwealth Community Trust - Richmond, VA