Special Needs Trust vs ABLE Accounts

Date: Monday, March 9, 2020
Time: 12:00pm - 1:15pm
Location: Missouri Athletic Club 405 Washington Avenue St. Louis, MO 63102
Speaker: Martha Brown
 

About the Program

This program will review special needs planning and will highlight special needs trusts and ABLE accounts. Session participants will leave this meeting with an understanding of which entity is appropriate in a given client situation, and will allow attendees to better counsel client's with special needs family members.


About the Speaker

Martha Brown has been practicing in the field of Elder Law and Special Needs for over 30 years and is a Certified Elder Law Attorney* as certified by the National Elder Law Foundation. Her firm, Martha C. Brown & Associates, LLC concentrates on the unique legal needs of the elderly, people with disabilities and the families who care for them.

Ms. Brown is active in various committees and associations and is a past board member of the Special Needs Alliance, a national, by invitation only, alliance of disability lawyers. She is a Fellow of the National Academy of Elder Law Attorneys and of the American College of Trusts and Estate Counsel. Ms. Brown is a board member of the National Alliance on Mental Illness, St. Louis Chapter, the College of Education and Allied Health Professions Board at Fontbonne University, the Housing Options Provided for the Elderly (HOPE) and is presently board member of the Association of Aging with Developmental Disabilities.

*Neither the Supreme Court of MO nor the Missouri Bar reviews or approves certifications, organizations or specialist designations.


Reservation Policy

All attendees are encouraged to register in advance.  Meeting cost is $25 for members and $50 for guests.  If you reserve and are unable to attend, please cancel your reservation at least 24 hours in advance of the meeting to receive a refund or a credit for a future meeting.


Continuing Education

EPCSTL has requested approval for continuing education in the following areas: Banking, Missouri Life & Health Insurance, MCLE, CFP and CPE.  A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.


Regular Meal

House Salad with House Dressing, Sliced Ribeye with Cabernet Demi, Garlic Whipped Potatoes, Roasted Roma Tomato and Mocha Walnut Roulade
 


Click HERE for the EPCSTL New Member Application.

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