Please join us on May 22, 2013 for a practical training seminar for Trustees on administering special needs trusts, including what Trustees should know about public benefits, myths about what Trustees can do and should not do, and handling distribution requests for cash, housing, transportation, recreational and other special needs.
Baldwin Haspel Burke & Mayer attorney Joel Mendler will be presenting. Joel is a Board Certified Tax Specialist and Estate Planning and Administration Specialist, as certified by the Louisiana State Board of Legal Specialization. He advises and implements estate plans, handles and reviews estate administrations, and counsels families, personal injury attorneys and trustees on financial and special needs trust planning for persons with disabilities.
Wednesday, May 22, 2013
8:30am – 10:30am
Baldwin Haspel Burke & Mayer, LLC
1100 Poydras Street, 36th Floor
New Orleans, LA 70163
Contact Katie Kelly with any questions or RSVP at firstname.lastname@example.org or 504.585.7816.