[{"@context":"https:\/\/schema.org\/","@type":"BlogPosting","@id":"https:\/\/www.grossmcginley.com\/resources\/news\/cpe-seminar-for-accountants-special-needs-trusts\/#BlogPosting","mainEntityOfPage":"https:\/\/www.grossmcginley.com\/resources\/news\/cpe-seminar-for-accountants-special-needs-trusts\/","headline":"CPE Seminar for Accountants: Special Needs Trusts","name":"CPE Seminar for Accountants: Special Needs Trusts","description":"The purpose of a Special Needs Trust is to preserve public benefits for the trust beneficiary while […]","datePublished":"2017-10-31","dateModified":"2021-08-09","author":{"@type":"Person","@id":"https:\/\/www.grossmcginley.com\/resources\/author\/james-ritter\/#Person","name":"James A. Ritter","url":"https:\/\/www.grossmcginley.com\/resources\/author\/james-ritter\/","identifier":12,"image":{"@type":"ImageObject","@id":"https:\/\/secure.gravatar.com\/avatar\/9fcfe9961214fc4fc323a21ae1090f82?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/9fcfe9961214fc4fc323a21ae1090f82?s=96&d=mm&r=g","height":96,"width":96}},"publisher":{"@type":"Organization","name":"Gross McGinley, LLP","logo":{"@type":"ImageObject","@id":"https:\/\/www.grossmcginley.com\/wp-content\/uploads\/2017\/10\/logopng-00436945-e1531508982151.png","url":"https:\/\/www.grossmcginley.com\/wp-content\/uploads\/2017\/10\/logopng-00436945-e1531508982151.png","width":600,"height":60}},"image":{"@type":"ImageObject","@id":"https:\/\/www.grossmcginley.com\/wp-content\/uploads\/2021\/03\/gross-mcginley-law-allentown-placeholder.jpg","url":"https:\/\/www.grossmcginley.com\/wp-content\/uploads\/2021\/03\/gross-mcginley-law-allentown-placeholder.jpg","height":800,"width":800},"url":"https:\/\/www.grossmcginley.com\/resources\/news\/cpe-seminar-for-accountants-special-needs-trusts\/","about":["Events","News"],"wordCount":206,"keywords":["Trusts"],"articleBody":"The purpose of a Special Needs Trust is to preserve public benefits for the trust beneficiary while supplementing the beneficiary\u2019s lifestyle with private funds. It is important to understand the qualifications of this legal option and other trust options and their potential benefits.SPECIAL NEEDS TRUSTS1.o CPE Credit\u00a0provided by Approved Program Sponsor,\u00a0State Board of Accountancy \u2013 Bureau of Professional and Occupational AffairsWednesday, December 6\u00a0at the Offices of Gross McGinley, LLP33 S. Seventh Street, Allentown, PA 18101FREE PARKING7:45 am Registration, 8:00 am to 9:00 am ProgramJoin us for the one-hour CPE credit seminar presented by experienced attorney Jim Ritter as he provides a primer on government benefits including SSI, medical assistance, and more. The presentation will then dive into Pennsylvania\u2019s Special Needs Trust options including Third Party Special Needs Trust and Self-Settled Special Needs Trust. Jim will cover the legal requirements of each, and how they could potentially benefit your client in planning for their family\u2019s future.REGISTER NOWWe are offering this seminar free of charge.\u00a0 However, space is limited. Please register by Wednesday, November 29th\u00a0by fax to (610) 820-6006 or by email to mmiller@steve.framework30a.com. For more information, please call (610) 820-5450.Featured Speaker:James A. Ritter, Esq."},{"@context":"https:\/\/schema.org\/","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Resources","item":"https:\/\/www.grossmcginley.com\/resources\/#breadcrumbitem"},{"@type":"ListItem","position":2,"name":"News","item":"https:\/\/www.grossmcginley.com\/resources\/\/news\/#breadcrumbitem"},{"@type":"ListItem","position":3,"name":"CPE Seminar for Accountants: Special Needs Trusts","item":"https:\/\/www.grossmcginley.com\/resources\/news\/cpe-seminar-for-accountants-special-needs-trusts\/#breadcrumbitem"}]}]