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Anatomy of a Special Needs Trust CLE - EYL150225

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Price: $185.00
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Product includes audio files for the "Anatomy of a Special Needs Trust" CLE, presented on February 25, 2015.  Audio files, course materials, seminar evaluation form, and Verification Affidavit will be sent electronically once payment is processed.
For CLE credit, record the codes heard in the course audio on the Verification Affidavit and submit the document to the CBA in accordance with the instructions in the document.

Presented by the Young Lawyers Section

CLE Credit: 3.0 Hours 

About the Program:

Special Needs Law is based on creating a life plan for individuals with disabilities in order to achieve the goal of independent living. But estate planning and elder law attorneys aren’t the only practitioners who should be familiar with Special Needs Law. Attorneys who secure personal injury settlements, spousal and child support awards, and workers compensation settlements for their clients also need to have an understanding of Special Needs Law to protect their disabled clients’ access to public benefits. This program, featuring experts in the area of special needs planning, will review and explore the myriad of legal and practical issues surrounding Special Needs Law.

Who Should Purchase:

Estate planning, elder law, family law, personal injury, and workers compensation attorneys with all levels of experience.


You Will Learn: 

  • How to conduct an in-depth evaluation of personal needs and private assets
  • How to draft and administer both third-party and first-party special needs trusts, and distinguish the legal characteristics of each
  • How to establish Medicare Set-a side trusts--an ancillary, but often necessary, type of trust for individuals who receive a settlement from a worker’s compensation claim

Program Chairs and Moderators:
Linda Bulkovitch, 
Statewide Legal Services, Colchester

Tara C. Dugo
, Roberts Family Law, Darien

Bernardo G. Cuadra, Shipman & Goodwin LLP, Hartford
Kristen Wolf
, Wolf & Shore LLC, Hamden


Claudia W. Englisby, CzepigaDalyPope LLC, Hartford 

Sharon L. Pope, CzepigaDalyPope LLC, Hartford



****The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and non-transitional credits. Financial hardship information available upon request.