Estate planners and elder attorneys have heard the term “pooled trust,” but how many of us really know how they work and what practical benefits they offer our clients and their families? These unique trusts are managed by professionals and can be a great alternative to an inexperienced family member trying to understand the “ins and outs” of a special needs trust.
Joanne and Karen direct the Commonwealth Community Trust, a national pooled special needs trust, joined us to:
Who Should Watch: Attorneys and staff of firms who have clients with special needs or family members with special needs.
Webinar Recorded: November 18, 2020
Presenter: Jim Wolverton, J.D. and Karen Dunivan Konvicka, J.D.
Duration: 55 minutes