Presentation to Collin County Bar Association

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 issues, the dangers of not planning for special needs, and gave the attorneys and financial advisors in attendance a strong foundation for issue spotting.

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