Introduction to Pooled Special Needs Trusts
Michael Drabant & Scott Nixon
1.0 CLE General Credit Approved
1.0 CFP CE Approved
CPA CPE certificates provided
This program will provide basic information about pooled special needs trusts including an overview of the administration for these types of trusts, how to create them, who can benefit from them, and the reasons why they should be an option for estate planners. The program will also include a discussion about the basics of special needs planning, differences between first party and third party special needs trusts, when special needs planning is appropriate, and tips for advising clients who have a family member with a disability.
Thank you to our sponsor
Mike Drabant received his BA from the University of Maryland in 2005 and his JD and LLM in taxation from the John Marshall Law School in 2009. Mike is partner with Wilson & Wilson Estate Planning & Elder Law, LLC located in LaGrange. His practice is primarily focused on estate planning, estate and trust administration, special needs planning, guardianship, and Medicaid applications and appeals. Mike has been named as one of Illinois’ rising stars by Super Lawyers magazine for the last 6 years.
Scott Nixon has been the Executive Director of Life’s Plan Inc. for over 10 years. Life’s Plan operates as a pooled trust program meeting the supplemental support needs of people with disabilities while not jeopardizing state and federal entitlements. Scott is an invited speaker for his work as Trustee.
Scott has worked for over 15 years with organizations that provide a wide array of services to people with disabilities. Scott has been a teacher, mentor, advocate to adults and young adults alike with disabilities in areas of employment, social security benefits, life skills training, self-determination, disability rights and long term planning.
7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planning update, sponsor message
8:00 - 9:00 a.m. program
Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance. After deadline, you may request to transfer your registration to another individual by emailing dpcepc@navandassoc.com.
