Using Pooled Trusts as a Safety Net when Drafting Estate Plans
Join us at the Lowry Room at the James V. Brown Library on May 13, 2025. Registration and breakfast will begin at 8:30 with the presentation beginning at 9:00am.
Pooled special needs trusts can provide an essential safety net in estate plans. Attorneys who draft estate plans must anticipate the unexpected—a client’s unforeseen disability, a fiduciary who becomes ill, a contentious relationship between the beneficiary and the fiduciary, or assets that are depleted below the corporate fiduciary’s minimum. By including additional authorities in documents, attorneys-in-fact, executors, and trustees can react to unforeseen circumstances and create and fund pooled special needs trusts for clients and their loved ones without the need for court involvement. After giving an overview of pooled special needs trusts, this presentation will cover powers that should be considered for inclusion in trusts, wills, and powers of attorney to utilize pooled special needs trusts as a safety net.
Rachel Baer, Esq. Rachel Baer, Esq. is Counsel and Director of New Client Services at Commonwealth Community Trust. Prior to joining CCT, Ms. Baer was a partner at Family First Law Group, PLLC, in Alexandria, Virginia, and her practice focused on estate planning, estate and trust administration, and guardianship and conservatorship. Before entering private practice in 2012, Ms. Baer served as an Assistant Attorney General in the Virginia Attorney General’s Health Services Section for two years, helping to advise several state agencies that provide services to persons with disabilities.
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