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Wealth Wednesday: Planning for Special Needs Families 2025

 Wed, 08/20/2025 from 3:00 pm to 5:00 pm
 
2.0
26 / 2-20792
Registration is Open
Member Price
$58.00 Regular Registration
Your Price
$78.00 Regular Registration
Designed For:

CPAs and other Financial Professionals involved in estate planning.

Prerequisite:

Working knowledge of estate tax and gifting is recommended.

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)

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Overview

Sponsors

For Technical Support: 
Please contact the CalCPA Help Desk at (866) 928-8915, [email protected] . Allow 1 business day for email responses

Objectives

  • Determine how special needs trusts, gifting strategies, and tax planning affect eligibility for public benefits like SSI and Medicaid.
  • Recognize common planning mistakes that can unintentionally disrupt benefit eligibility or create compliance issues.
  • Identify the CPA
  • s role in a multidisciplinary planning team and how to effectively support families navigating special needs concerns.

Speakers

Advanced Preparation

Working knowledge of estate tax and gifting is recommended.

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.