Date: Aug. 20, 2025
Time: 12 – 2 p.m. PT
$58.00
$78.00
Members, log in to access your discount.
Join the CalCPA Estate Planning State Committee and guest speakers Kevin Urbatsch, Esq. and Michele Fuller, Esq. as they discuss a CPAs unique positioned to help families navigate the financial complexities of planning for loved ones with disabilities. This session introduces key planning concepts, including how SSI and Medicaid interact with private strategies such as Special Needs Trusts, ABLE Accounts, and gifting. Attendees will learn to identify red flags, spot planning and compliance issues early, and collaborate effectively with attorneys and fiduciaries to confidently support long-term client goals.
This course will award CPE (as earned). If you'd like to register for the FREE version with no CPE, please select this course: Wealth Wednesday: Planning for Special Needs Families 2025 (no cpe)
1000004190-133916
CPAs and other Financial Professionals involved in estate planning.
Taxes
Overview
Working knowledge of estate tax and gifting is recommended.
Working knowledge of estate tax and gifting is recommended.
This course will be presented through Zoom, and the link will be available in your confirmation email. CPE will be awarded based on standard checkpoint criteria.