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Special Needs Roundtable

On July 29, 2016, the Elder Law Practice of David L. McGuffey hosted a Special Needs Roundtable in Dalton, Georgia. Our Key Note speaker was Hal Wright, author of the Complete Guide to Creating a Special Needs Life Plan: A Comprehensive Approach Integrating Life, Resource, Financial, and Legal Planning to Ensure a Brighter Future.

The agenda included:

  • Planning for the Beneficiary’s Lifetime Wellbeing Hal Wright
  • Case Study with Hall Wright
  • Trustee’s Duty to Provide for the Beneficiary Howie Krooks, CELA, CAP
  • Trust Distributions and Public Benefits David L. McGuffey, CELA, CAP and Pattie E. Kefalas Dudek, CAP
  • DCH Trust Unit: Perspectives on Distributions and Best Practices William H. Overman, CAP and Fred Phillips, CPA
  • Best Practices for Trustees: What Helps and Hinders Trustee Panel: William Frazier, Robert Fechtman, and Al Secor

You can watch the complete video below or on YouTube.


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