Join us for a practical one-hour webinar on introducing or better integrating pooled special needs trusts into estate planning, elder law, and special needs planning strategies. The program will cover pooled trust basics, joinder agreements, coordination with estate planning documents, and the use of pooled trust organizations in connection with standalone special needs trust documents.

This session is designed for attorneys who want to understand pooled trusts not merely as a fallback option but as a flexible planning tool for clients with disability-related, public benefits, incapacity, and long-term fiduciary planning needs. The presenters will focus on practical drafting and implementation, including how to work with pooled trust organizations and develop planning language that can actually be administered in practice.