Virtual
Wealth Wednesday: Special Needs Trusts 2025
Date: July 16, 2025
Time: 12 – 1 p.m. PT
Member
$29.00
Nonmember
$39.00
Members, log in to access your discount.
Overview
Join the CalCPA Personal and Financial Planning State Committee and guest speaker Lee Ann Hitchman, CLPF, MBA for this month's installment of Collective Learning.
As some of the most trusted advisors in the financial space, CPAs are in a unique position to offer guidance for families with individuals who have special needs and may be eligible for public benefits. If you are aware of a parent of a special needs child, you can be of tremendous assistance to guide them toward a plan to take care of that child when the parent is gone.
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: Special Needs Trusts 2025 (no cpe)
Product Code
1000004243-134118
Credit Type
CPE: 1CPE-Technical: 1Intended Audience
CPAs and other Financial Professionals wanting to understand this niche topic.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None.
Advance Preparation
None.
Learning Objectives
Major Subjects
- What is a Special Needs Trust?
- When is a Special Needs Trust necessary?
- How a Special Needs Trust is created.
- When is a Special Needs Trust not appropriate?
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.