Cost: PFAC Member $50.00 – Non-Member $70.00

Speakers: A.J. Battaglia, Esq. and Bronson DeKoning, Esq.

CEU Awarded: 1.0 Trusts

Presented Date: 08/28/2021

About the Course

A Trustee of a Special Needs Trust should have an understanding of the potential issues as well as the available tools when a person with disabilities receives assets. This program will provide a comprehensive discussion of the fundamentals and best practices of administering Special Needs Trusts and ABLE Act Accounts to protect a person’s eligibility for public benefits.  

A.J. Battaglia, Esq.

A.J. brings experience in public benefits and special needs planning as a trusts and estates attorney at Battaglia & Waltari. A.J. is committed to enhancing the lives of persons with disabilities by working with their families and the professionals who support them to develop and implement plans that promote independence while preserving public benefits.

Bronson DeKoning, Esq.

As a trusts and estates attorney at Battaglia & Waltari, Bronson helps individuals and families with comprehensive estate planning and special needs trusts. He also advises professional trustees on public benefits laws and how to effectively administer special needs trusts. Bronson enjoys helping clients achieve their personal and family planning objectives with support and peace of mind.

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