Recent Developments in Special Needs Planning

The Estate Planning, Probate and Trust Section presents

Recent Developments in Special Needs Planning

 
Date Thursday, July 21, 2022
MCLE Registration 1:30 - 2:00 p.m.
Virtual Program 2:00 - 3:15 p.m.
MCLE 1 Hour in Estate Planning, Trust and Probate Law Specialization

Speaker

Kevin Urbatsch
Affiliation

 

Topics

  • Public Benefits Update
  • SSI 2022 Numbers
  • Medi-Cal Asset Test Eliminated
  • SECURE Act and Special Needs Persons
  • Funding Pooled SNT – Over Age 65 Issue
  • Fixing the Defective SNT

Section Chair

Paul M. LaMartina, Jeffer Mangels Butler & Mitchell LLP


Event Code: G220506

For a printable flyer, click here.

For related events, click here

Cost

 FREE BASF Law Student
 $40 Section Member
 $55 BASF Member, Government &
Nonprofit Attorneys
 $70 Nonmember
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To Register

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  2. Select Proceed to Checkout to enter payment information, submit your order and complete the registration process.

Program Access

A link to access the Zoom webinar will be sent in your confirmation e-mail prior to the start of the event. If you do not receive login credentials, please double check your Spam Folder. If you have any trouble, please contact cle@sfbar.org as soon as possible before the program starts so we can assist with troubleshooting. You may need to consult your local IT technician for connection issues.

Program recordings are not guaranteed, nor immediately accessible to registrants. Approved recordings of live programs are converted to On-Demand CLE Courses and available for separate purchase through a third-party library 30 business days after the live recording. Thank you for your support.

Substitution, Cancellation, and Refund Requests

For CLE events of 1.5 hours or less, Lunch & Learn programs, Happy Hours, Receptions, and Mixers, a refund is available if you submit your cancellation request at least 48 hours prior to the event. A $10 handling fee will deducted from your refund. Please complete the Event Cancellation Form.

For CLE events longer than 1.5 hours, and for special events such as conferences, symposiums, professional development training programs, a 50% refund is available if you cancel at least 10 business days prior to the event. Please complete the Event Cancellation Form.

If you are unable to attend, you may send a substitute. Please complete the Event Cancellation Form.

MCLE Notice

To receive MCLE credit, you must sign in during the designated MCLE registration period. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. BASF is a certified provider: Provider #103

Accessibility

People with disabilities and/or special requests should contact BASF regarding reasonable accommodations.

When
7/21/2022 2:00 PM - 3:15 PM
Where
Online only CA
 

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