The Wealth Advisor These Four Childfree Prospect Tips Will Grow Your Business – And They’re Not What You Think Childfree individuals and couples often face choices, decisions, and questions, which you are uniquely qualified to address.  Like many allied financial professionals, you may focus on helping clients pass the maximum amount of wealth to their…

Tresi Weeks attended the Texas NAELA Program and UnProgram in Grapevine, Texas. NAELA is the National Academy of Elder Law Attorneys, a professional association of attorneys dedicated to improving the quality of legal services provided to people as they age and to people with special needs.

Tresi Weeks attended the Special Needs Trust National Conference in St. Pete’s Beach, Florida.

Tresi Weeks spoke to the Collin County Bar Association about Special Needs Trusts and their importance to the estate planning business.  This heavily-attended event at the Probate Section gave many planners detailed and helpful advice for clients facing special needs, even outside of estate planning itself. She discussed the requirements for special needs trusts, drafting…

Tresi Weeks toured the nonPareil Institute in Plano, a fabulous program for adults on the autism spectrum who create game apps and work in the community and find fulfilling lives.

Tresi Weeks toured Cornerstone Ranch in McKinney, a lovely residential and day program for adults with special needs.

Tresi Weeks’ article about special needs trusts was published in the Dallas Bar Headnotes. Her article entitled, “Special Needs Trusts: What Every Practitioner Should Know,” provided basic issue spotting for attorneys whose practice does not include special needs planning.

Tresi Weeks toured the Coventry Reserve in Wylie, a loving day program for adults with special needs.

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