Pooled Special Needs Trusts

pooled trusts

Joanne and Karen direct the Commonwealth Community Trust, a national pooled special needs trust, joined us to:

  • explain the history of pooled trusts;
  • describe who can benefit from using a pooled trust; and
  • what you should be considering when advising clients regarding their use.
This is a unique opportunity to learn from the pros about these important tools for your clients and their families.

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