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CLE | SPECIAL NEEDS PLANNING: WHAT YOU DON’T KNOW CAN HURT YOU (AND YOUR CLIENT)

  • Larimer County Justice Center, JAR 201 Laporte Avenue Fort Collins, CO, 80521 United States (map)

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Join us for an insightful seminar on Defining the Intellectual and Developmental Disability (IDD) Realm, designed for attorneys who may encounter clients relying on needs-based government assistance such as Medicaid and Supplemental Security Income (SSI).

This CLE will be presented by William C. Beyers III of Beyers Law LLC, an expert in special needs planning. With extensive experience in the field, William will guide attendees through essential strategies and common pitfalls in disability planning. This session, titled will provide critical insights for attorneys seeking to better serve clients with special needs.

Key Discussion Points:
Medicaid & SSI Eligibility Overview – Understanding the strict income and asset requirements
Why Generalist Attorneys Should Care – Identifying critical client concerns in intake and planning
Proactive Planning Tools – Avoiding disruptions caused by inheritances, settlements, and other financial changes
Local Resources – How organizations like ARC of Larimer County can assist attorneys in navigating complex cases

Q&A Session Included! Bring your questions and gain valuable insights from experienced professionals.

May 8, 2025

Noon-1:00pm (doors open at 11:30am for mingling)

Jury Assembly Room, Larimer County Justice Center | 201 Laporte Ave

Zoom Link: https://us02web.zoom.us/j/85656336727?pwd=RuV5D5do7aFbaxErBoSPAdOSCkdjY5.1

Meeting ID: 856 5633 6727

Passcode: 340657

Don’t miss this opportunity to strengthen your legal toolkit and better serve your clients!

Registration not required.

General CLE

CLE Course No.: 859764

Door prizes for in-person attendees! Please arrive on time to ensure door prize eligibility.

We look forward to seeing you there!