The presentation will discuss how attorneys can preserve their clients’ means tested benefits after a settlement or judgment, focusing on when to use a pooled special needs trust for clients with a disability. The presenters will review how to determine whether a special needs trust is appropriate for a particular client, as well as how…
Alexa T. Dubert, Esq. · William V. Horan, CES · Glenn M. Johnson, Esq. · Robert D. Schachat, Esq. · Aaron S. Gaynor, Esq. · Matthew E. Rappaport, Esq. · Terence F. Cuff, Esq. · Christopher A. Cunningham, Esq. · Mary B. Foster, Esq. · Libin Zhang, Esq.
Internal Revenue Service
Charles R. Bogle, Esq. · Justin S. Cohen, Esq. · James A. Gouwar, Esq. · Alan Kravitz, Esq. · Steven R. Schneider, Esq. · Matthew Busta, CPA · Hannah Richard, Esq. · Morgan Hann, CPA
Morgan, Lewis & Bockius LLP
Brad J. Richter, Esq. · Eric M. Fischer, Esq. · N. Todd Angkatavanich, Esq. · Eduardo S. Chung, Esq. · Timothy Evans, Esq. · Norman Lencz, Esq. · Kevin Matz, Esq. · Joseph P. Scorese, Esq. · Paulina Mejia, Esq. · George D. Karibjanian, Esq. · Jerome M. Hesch, Esq. · Alan S. Gassman, Esq.
Fried, Frank, Harris, Shriver & Jacobson LLP
Joseph P. Scorese, Esq. · Mitchell Drossman, Esq. · Margaret St. John Meehan, Esq. · Michelle Orlowski · Brad Dillon, Esq. · Stacia C. Kroetz, Esq., MBA, CPA · Mark Taccetta · Catherine G. Schmidt, Esq. · Kyle G. Durante, Esq. · Haley B. Bybee, Esq. · John M. Olivieri, Esq. · Timothy M. Ferges, Esq. · Jack F. Meola, CPA, Esq. · Kimberly A. DeMaro · Amy C. O’Hara, Esq., CELA · Brian L. Miller, Esq., CELA · Brian D. Conboy, Esq. · Elisa Pickel, Esq.
Sills Cummis & Gross P.C.