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Virtual Event Virtual Event

May 9 @ 10:00 am - 11:30 am

Virtual Event Virtual Event

Cost: $25.00

Via Webinar

ESTATE PLANNING
FOR SPECIAL NEEDS FAMILIES

 

February 8, 2023

1:00 p.m. – 3:00 p.m.

Cost: $10

*2.0 Social Work CEUs (Pending Approval)

An additional fee of $15 for members of NASW
and $25 for non-members of NASW
CEU paperwork will be sent to registrants after webinar

Presented by PennCares and Bellomo & Associates

THE LINK TO THE WEBINAR WILL BE SENT TO YOU WITHIN 48 HOURS, ONE WEEK PRIOR, AND ONE DAY BEFORE THE WEBINAR AS REMINDERS

(Always check your Spam folder as well for the email
to the webinar link)

Description:
Sometimes, estate planning involves protecting our beneficiaries either from themselves, future creditors or protecting them so that they do not lose any government benefits that they would be receiving at the time they would inherit. An effective way to offer this protection is through a special needs trust. In this training you will learn how to protect those with disabilities to ensure they do not lose any support or benefits when their caretaker dies.

Objectives:

  • Learn about the two types of special needs trusts
  • Learn how to protect beneficiaries either from themselves, future creditors or protecting them so that they do not lose any government benefits that they would be receiving at the time they would inherit

*CEUS
“Pending approval from NASW-PA Chapter to be a co-sponsor of this workshop.  NASW has been designated as a pre-approved provider of professional continuing education for social workers (Section 47.36), Marriage and Family Therapist (Section 48.36) and Professional Counselors (Section 49.36) by the PA State Board of Social Workers, Marriage & Family Therapists and Professional Counselors.”

Facilitator:
Jeffrey R. Bellomo, Esquire is a Certified Elder Law Attorney by the National Elder Law Foundation under authorization of the Pennsylvania Supreme Court. He received an LLM in Taxation and Estate Planning Certificate from Temple University School of Law, and received a B.A. Degree with honors with an emphasis in Political Communication, from Juniata College. He received his Juris Doctor from Widener University School of Law, and clerked for the Honorable David L. Ashworth of the Lancaster Court of Common Pleas.

He is admitted to the Bars of the Supreme Court of the United States, the Supreme Court of Pennsylvania, and the U.S. District Court for the Middle District of Pennsylvania. He is a member of the Pennsylvania and York County Bar Associations.

Since 2010, he has been named a Rising Star for by Pennsylvania’s Super Lawyers, being selected based on peer nominations and professional achievements. This honor is received by only 2.5 percent of the total lawyers in Pennsylvania and includes top lawyers who are 40 years old or younger.

Jeffrey has been certified as a member of The Lawyers of Distinction, which is the fastest growing community of distinguished lawyers in the United States, limited to the top 10% of attorneys in the United States.

Details

Date:
February 8, 2023
Time:
1:00 pm - 3:00 pm
Cost:
$10.00
Event Category:
Event Tags:

Venue

Webinar via Video Conferencing

Tickets

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PennCares Cancellation Policy

  • PennCares Support Services reserves the right to cancel an event due to low enrollment or other circumstances which would make the event non-viable. 
  • PennCares reserves the right to substitute course instructors as necessary.
  • If PennCares cancels an event, registrants will be offered a full refund.

Postponement: Should circumstances arise that result in the postponement of an event, registrants will have the option to either receive a full refund or transfer registration to the same event at the new, future date.
Substitutions and Transfers: We understand that circumstances may occur to prevent you from attending a training. If you find that you are unable to attend one of PennCares’ trainings, you have several options:

  • Send a substitute: Substitutions are accepted as long as a written request is received. Substitutions may be made without penalty provided the original registrant contacts PennCares at trainings@penncares.org to request this change.
  • Transfer to another course: Transfers are accepted up to the day of the event as long as a written request is received. In the event the registrant cannot attend a scheduled course for which he or she is enrolled, registration can be transferred to another course. 
  • Refund of monies: Requests for refunds must be made in writing and received by the training refund deadline stated on the training registration form. (See below for cancellation policy).

Registration Cancellation by Participant

  • Unless specifically stated on registration materials, the deadline to request a refund for your registration is 5 business days before the event. 
  • Registration cancellations requested prior to the deadline will be eligible to receive a refund less a 5% administration fee. *
  • Cancellations received less than 5 business days before the event will not be eligible for a refund and will be billed for the total cost. 
  • Registered no-shows are not eligible for a refund and will be billed the total cost.
  • Cancellations will be accepted via e-mail to trainings@penncares.org and must be received by the stated cancellation deadline.
  • All refund requests must be made by the attendee/payee.
  • Refund requests must include the name of the attendee, the training date, and payment method. 

These above policies apply to all PennCares trainings unless otherwise noted in the corresponding event materials. Please read all individual event information thoroughly.

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