Upcoming Trusts & Estates Events at the BBA – March 2022

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By: Bryce Helfer, Nixon Peabody and Rebecca Tunney, Goulston & Storrs, Communications Committee, Trusts and Estates Section

Upcoming Trusts & Estates Section Programs at the BBA this month: 

BBA Webinar: Turning 18 – Guardianship, Benefits and Housing for Young Adults with Special Needs. Tuesday, March 15, 2022, 12:00 PM to 1:00 PM.  For children with special needs, turning 18 is a major turning point. Now that the child is no longer a child, the parent or other caregiver will need to address changes in available benefits, needs, as well as their ability to make medical and financial decisions on behalf of the disabled person who is now a legal adult.  Join our panelists as they discuss three of the major planning points: government benefits, housing and guardianship. Attendees will also receive a “Turning 18” checklist specifically drafted for special needs families.

BBA Webinar: The Delaware Advantage for Personal Trusts Monday, March 28, 2022, 10:00 AM to 11:00 AM. Delaware is generally renowned for its trust and tax law advantages and its innovative estate planning vehicles. Further, it is regarded as one of the best places for trust administration. Even if your clients do not live in Delaware, there are reasons to consider establishing a trust in Delaware or moving an existing trust to Delaware. Delaware has over 100 years of established trust law and Wilmington Trust is one of the firms that has helped to develop these laws. Jeff Wolken, Wilmington Trust’s national expert in Delaware trust planning, along with Kerry Reeves, will go over everything you ever wanted to know about Delaware trusts.