Special Needs Trusts with Trey Bennett

Special Needs Trusts 

Breakfast at Fairlawn Country Club
May 22, 7:20am – 9am

What practitioners need to know about special needs trusts and when, why and how to use them to achieve client’s goals.

Learning Objectives:

(1) What is a special needs trust;

(2) what are the different types of special needs trusts; and

(3) when to use a special needs trust to achieve a client’s goals.

Speaker: Trey Bennett, Stark & Knoll Co., L.P.A.

Lewis ‘Trey’ E. Bennett III is a partner and group chair in Stark & Knoll’s Estate Planning & Probate Group. Trey focuses his practice in the areas of estate planning, wealth transfer and succession planning, special needs planning, Medicaid planning, trust and probate administration, guardianship, and trust and probate litigation.

7:20 – 7:45 – registration check-in and breakfast

7:45 – 8:45 – program

8:45 – adjourn