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Pooled Special Needs Trusts: An Important Tool to Protect Clients & Preserve Public Benefits

SKU: EPP074
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Description

If your client has a disability, or has a loved one with a disability, this impacts representation in a variety of areas, including estate planning, family law, and personal injury law. The complexity of planning for the future and navigating public benefits creates unique challenges.

Attorneys must act carefully to safeguard the person’s eligibility for public benefits and to supplement those benefits to improve their quality of life.

A pooled special needs trust (PSNT) is an effective option to provide for individuals with a disability while protecting their eligibility for means-tested government benefits. This CLE presentation will discuss the basics of PSNTs and how attorneys in a variety of practice areas can use them to protect their clients.

Lecturer Bio

Benjamin Tiefenback, Esq,

Ben Tiefenback, Esq., is Counsel and Director of Client Services at Commonwealth Community Trust, a non-profit pooled trust administrator serving beneficiaries across the United States who are injured, vulnerable, or have special needs.

Prior to joining CCT, Mr. Tiefenback was a trust and estate attorney serving Hampton Roads, the Middle Peninsula, and the Northern Neck.

His practice focused on estate planning and trust creation and administration, with an emphasis on special needs trust planning due to his personal experiences with special needs issues in his family. Mr. Tiefenback currently serves on the board of directors of the Alliance of Pooled Trusts (APT). He also writes for CCT and other publications, including NAELA News, and speaks at CLE seminars and other events across the country.

National Academy of Continuing Legal Education is an approved Sponsor (10551) of CLE, recognized by the Minnesota Board of Continuing Legal Education. To view our full accreditation details, please click here.

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