PAELA’s 15th Annual Winter Conference is scheduled for February 23 – 25, 2023 at the Omni Bedford Springs Resort.  Online registration will be available for PAELA members in mid-October 2022.  To view the Schedule of Events, click here.

PAELA presents three separate live webinar opportunities to PAELA members this Fall 2021 in the Special Needs Trust Series. Each webinar is 1-hour long and provides 1 CLE-accredited hour of training.

Webinar #1: Best Practices for Making Distributions from a Special Needs Trust For a Beneficiary Receiving SSI

Wednesday, September 29, 2021 from 12-1PM

Presented by:

  • Law Offices of Anna Sappington
    Anna Sappington anna@sappingtonlaw.com
  • Commonwealth Community Trust
    Karen Dunivan Konvicka, JD, Director of Client Services and General Counsel kkonvicka@trustcct.org

 

Moderated by:

  • Anthony Marone, Esq.,
    Harvey, Ballard and Bornstein

 

Webinar #2: Real Estate in a Special Needs Trust

Thursday, October 21, 2021 from 12-1PM

Presented by:

  • Harvey, Ballard and Bornstein
    Anthony L. Marone, Esq.
    Anthony.marone@hbblic.com
  • S&T Wealth Management
    Stephen J. McGann, CTFA, AEP, Vice President, Wealth Management Advisor
    stephen.mcgann@stbank.com
    Geoffrey McCarthy, JD, CTFA, VP, Senior Wealth Management Advisor Geoffrey.mccarthy@stbank.com

Webinar #3: Sheltering Income and Resources—Pooled Special Needs Trusts

Thursday, November 18, 2021 from 12-1PM

Presented by:

  • ACHIEVA
    Jacquelyn Elise Connell, Esq., Director of Legal & Trust Administration Services jconnell@achieva.info

Moderated by:

  • Julian Gray Associates
    Robert K. Schweitzer, CELA
    rob@grayelderlaw.com

About these PAELA Special Needs Trust Series: a CLE Opportunity for PAELA Members:

PAELA OBJECTIVES: To promote a higher standard of practice in the field of elder law, including promotion of a higher level of com-petency among its members and promotion of scrupulous adherence to ethical standards among its members.

As a service to all PAELA members, the Programming and Membership Committees have organized a series of three Special Needs Trust sessions during 2021 which require registration but at no cost to the members! All sessions will be held from 12 Noon to 1:00 PM and provide 1 CLE for any PAELA registrant who qualify. You may register for one or all sessions separately with a Zoom link.

What to expect:

PAELA SNT SERIES
CLE Credits— one (1) CLE substantive credit is available for any PAELA member registered and verified as attend-ing this session. Course difficulty level is intermediate.
Cost—no cost for any PAELA member to register and par-ticipate in this course. Advance registration is required. PAELA will pay for each registrant’s CLE credit in the amount of $1.50 each. Registration restricted to PAELA members only.
Handouts—speakers will provide detailed handouts for all registrants in advance of the session.
Registration— PAELA has circulated the registration pro-cess through PAELA’s ListServ that included a Zoom link for each of the 3 sessions.. Registration is limited to PAELA members only.
Method of Delivery—this session will be completed via Zoom Webinar. A poll will be presented as a means to verify your attendance, and an evaluation form circulated and required to qualify to complete for the CLE credit (as required by PACLE).