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).