Understand multiple special needs trust options and how they can work together for your client's specific needs.
This presentation provides insights into the legal aspects of Special Needs Trusts. Attendees will gain an understanding of the relevant laws, government programs that may apply to their clients, and the various trust options available. The session will also cover the intricacies of tailoring trusts to suit individual client requirements, along with exploring available funds or investment opportunities available. Additionally, participants will be equipped with the knowledge and tools necessary to effectively navigate the complexities of Special Needs Trusts and offer personalized solutions to their clients.
Agenda
Faculty
Peter E. Grosskopf
Grosskopf & Burch Law Firm
- Senior partner with Grosskopf & Burch Law Firm in Eau Claire, WI
- Practice focuses on areas of Wills, Trusts and Estate Planning, Medicaid Planning, Trust Administration, Elder Law, and Special Needs Trusts drafting, administration, and planning
- Has been a frequent speaker or presenter at numerous conferences and seminars and most recently was a presenter at the Special Needs Alliance conference in Napa, CA in March 2023 and at the Wispact annual update seminal in Madison, WI in April 2023
- Member of the Wisconsin Elder and Special Needs Law Section (ELS) and the National Academy of Elder Law Attorneys (NAELA) and its Wisconsin Chapter (WINAELA), Board of directors of the ELS and WINAELA, and Special Needs Alliance
- Previously chair of the ELS board and one term as Chair of the WINALEA board
- University of Wisconsin Law School
- Can be contacted at 715-835-6196 or [email protected]
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