Virtual
Wealth Wednesday: Planning for Special Needs Families 2025
Date: Aug. 20, 2025
Time: 12 – 2 p.m. PT
Member
$58.00
Nonmember
$78.00
Members, log in to access your discount.
Overview
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)
Product Code
1000004190-133916
Credit Type
CPE: 2CPE-Technical: 2MCLE LS-EP: 2Intended Audience
CPAs and other Financial Professionals involved in estate planning.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
Working knowledge of estate tax and gifting is recommended.
Advance Preparation
Working knowledge of estate tax and gifting is recommended.
Learning Objectives
Major Subjects
- Planning tools when a family has a loved one with special needs
- Tax considerations of different types of special needs trusts
- Understanding impact of income on different public benefit programs
Faculty
Additional Details
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.