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A Beneficiary Is Disabled, What’s Next? | CMBA CLE Catalog

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A Beneficiary Is Disabled, What’s Next?

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Date Published

February 16, 2021

Publisher

Cleveland Metropolitan Bar Association

Subjects

Estate Planning

Questions

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Summary

This presentation will address identifying when a beneficiary may need a self-settled special needs trust, reviewing the available options, and the administrative steps to obtain probate court approval. 

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Presenters

Allison McMeechan
Reminger Co., L.P.A.

Allison M. McMeechan, Esq., is a shareholder and Chair of Reminger’s Elder and Special Needs Law Practice Group.Allison... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Video Presentation
Copy of Slide Deck
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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