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Hosted by EBPC Hartford, Inc

Tips and Traps in Drafting and Administering Special Needs Trusts PLUS Annual Membership Meeting

Members ~ This program counts towards membership attendance requirements
 
SCHEDULE: 
 
5:15-6:00  pm  Registration and Networking, Buffet Dinner, Cash Bar
 
6:00-6:15 pm   Annual Meeting, Announcements, Introductions
 
6:15-7:15 pm   Panel Presentation 
 
 
REGULAR MEMBERS:  NO COST
SENIOR MEMBERS:   $40
GUESTS:  $60 
 
 
REGISTRATION ENDS MAY 16.    Cancellations accepted through May 16.    No shows are charged a no show meeting fee.

Monday, May 20, 2019
5:15 PM - 7:30 PM

Location

Wampanoag Country Club
60 Wampanoag Drive
West Hartford   CT  
 
Map for Location



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Senior Fee $40.00
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Guest Fee $60.00
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Agenda

 


Kerry Tedford-Coles
Executive Director
Planned Lifetime Assistance Network

Gina Sinon
Vice President and Special Needs Trust Services Advisory Specialist
Wells Fargo

Rebecca Iannantuoni, Atty.
Day Pitney, LLP

May 20 2019 6:00PM


Tips and Traps in Drafting and Administering Special Needs Trusts


Please join us for a panel discussion on proper techniques for drafting and administering special needs trusts. Practitioners need to be careful when drafting and administering special needs trusts, taking into account any benefits or assistance that the beneficiary receives. The panel will offer advice regarding proper drafting of these trusts as well as how to administer these types of trusts to preserve the beneficiary’s eligibility for assistance. We will have perspectives on this topic from:

Attorney Rebecca Iannantuoni. Rebecca is an attorney at Day Pitney, LLP where she focuses on elder law and planning for persons with special needs.

Kerry Tedford-Coles. Kerry is the Executive Director of Planned Lifetime Assistance Network of Connecticut, Inc. (PLAN of CT) and has extensive experience in administering special needs trusts.

Gina M. Sinon. Gina is a Vice President and Special Needs Trust Services Advisory Specialist with Wells Fargo’s Special Needs Trust Services and has experience in both drafting and administering special needs trusts.



Sessions


DateCourse Title/DescriptionStart
May 20, 2019 Tips and Traps in Drafting and Administering Special Needs Trusts Kerry Tedford-Coles Gina Sinon Rebecca Iannantuoni, Atty. 6:00 P