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Comprehensive Coverage of Medicaid, SSI and VA Trust rules
A rare opportunity to hack through the dense Medicaid, VA and SSI rules relating to trusts and your planning.
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Exercises and Drafting Drills
It's one thing to hear a bunch of theory and lecture . . . it is completely another to immediately apply what you've heard . . . learn by doing with your peers.
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Practical Planning
Whenever possible, the program has been designed to provide practical planning tips and exercises.
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Time to Learn
Let's face it, a 60 minute CLE buried in the underbrush of a big program covering other topics can leave you flustered. We'll have 14 hours of CLE time devoted to trusts.
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Q & A
Plenty of time to stop . . . and ask. You're going to Atlanta to learn and retain. There'll be plenty of time for questions and discussion, even during lecture phases.
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Some Fun
Maybe not a ton of fun . . . but some fun. We have a few things up our sleeves and are looking at organizing some social life.
You CAN Get Out of the Trust Jungle
Find Out How Below
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This is by far the most comprehensive and in depth course on the creation and use of trusts in Medicaid, VA and Special Needs Planning. If you practice in these areas, this is a must attend course!
Frank Dudeck, Conway, Arkansas -
The most comprehensive and helpful seminar about trusts for tax and public benefit planning. Terrific insights and valuable materials.
Dennis Toman, CELA, Greensboro, North Carolina
HERE'S THE DEAL . . .
OBVIOUSLY YOU'LL SAVE A FEW BUCKS BY SIGNING UP EARLY
Includes DOWNLOADABLE materials (a download link will be sent before the Summit), break refreshments, Friday/Saturday continental breakfast, Friday lunch, and a few other goodies to be announced. If you insist . . . printed materials sold separately.
STILL NOT TOO LATE UNLESS WE ARE FORCED TO CUT-OFF
We're warning you: 900 Pages! 2 Binders! Or . . . hurry up and learn to use PDF files on a lap top or tablet!
More Info . . .
Upon submission of your order you will receive an email with additional details, including a special block rate at the Renaissance Atlanta Midtown while rooms last. If you have difficulties with this order please call 336.610.6000.
As an elder and special needs law attorney you know one thing for sure. You must get out of the trust jungle. You and your clients need a clear path.
Trying to master trusts in the Medicaid, VA and SSI areas is like hacking through a jungle.
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The jungle is hot because the topic is so dense.
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Heavy vines of state and federal regulation quickly sap your strength.
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The deadly malpractice mamba live on the dense jungle carpet.
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Then, of course, there is the venomous tax fly.
TrustChimp™ to the rescue.
Attend the TrustChimp™ Trust Summit in Atlanta and you’ll be on your way out of the jungle.
TrustChimp™ creator Bob Mason has taught and mentored hundreds of attorneys in the trusts and public benefits area. After listening to many frustrated attorneys, he has heard a number of common complaints.
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There is little available – a CLE here, and CLE there. It is hit-or-miss . . . maybe an advanced one hour CLE, followed by a Basics CLE several months later . . . and all mixed in with other topics.
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With a 60 minute constraint you can only cover so much. Some of the audience is lost, some bored. By time the speaker has laid a decent groundwork, 60 minutes have flown by before much of substance has been covered.
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There is little or no hands-on, practical training.
The TrustChimp™ approach addresses those problems. The North Carolina, South Carolina, and Georgia State Bars have approved for 14 CLE hours (Alabama 13.5 hours; Pending in Tennessee) an innovative program devoted to nothing but trusts and public benefits, from soup to nuts. You’ll be on the way out of the jungle.
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I have taught and mentored hundreds of attorneys, and love it. What DOES frustrate me is lack of an opportunity to spend time really teaching the topic of trusts and public benefits in a comprehensive, systematic, and interesting way. This is my solution."
Bob Mason
No coats. No ties. Wear sensible shoes and loose clothing. Be ready to learn and work.
We’ll also work in a bit of fun. Promise.
Slicker than . . . a Banana Peel! More fun than a barrel of monkeys.