Attorney Keenan will participate in a nationally-broadcast webinar titled, “Louisiana Special Needs Trusts” on September 11, 2023. The webinar will last 3 1/2 hours and it is presented by the National Business Institute. The intended audience is attorneys, accountants, financial planners, paralegals and other related professionals.

Attorney Keenan’s fellow presenters will be Charles M. Dalziel, Esq. of Marietta, Georgia and Cherish D. Van Mullem, Esq. of New Orleans, Louisiana.

Attorney Keenan’s segment of the webinar will cover the following topics:

Client Intake & Choice of Trusts

Special Needs Trusts vs. ABLE Accounts

First Party, Third Party and Pooled Trusts

Complex Beneficiary Needs

Medicaid and Tax Planning

Balancing the Needs of Disabled and Non-Disabled Beneficiaries

Drafting Key Trust Provisions

Letters of Intent

Trustee Duties and Powers

Distribution Provisions

Preserving Government Benefits Eligibility

See-Through Trusts to Qualify for IRA Stretch Exception

Special Trust Provisions

The registration fee for the webinar is $299. Please click here to register.