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Live Event

Special Needs Trusts

CLE Hours: 6 including 6 General, 1 Ethics, 0 Professionalism, 0 Trial Practice

Location:
State Bar of Georgia - Atlanta, Georgia
Dates
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Description

  Speakers, session times and credit hours are subject to change.
   
  Presiding: Ruthann P. Lacey, JD, Law Office of Ruthann P. Lacey, PC, Atlanta, GA
  Program Chair:  Ruthann P. Lacey, JD
   
8:30 Greeting
  Julia D. Neighbors, ICLE Director, State Bar of Georgia, Atlanta, GA
   
8:35 Welcome and Program Overview
   
8:40 Basics of Special Needs Trusts 
  Ruthann P. Lacey, JD
   
9:25 The Georgia Psychiatric Advance Directive and Supported Decision Making
  Devon Orland, JD, Georgia Advocacy Office, Decatur, GA
   
10:10 BREAK
   
10:20 The Crossroads of Estate and Special Needs Planning (Ethics Hour)
  Peter H. Wayne, IV, JD, Forge Consulting, LLC, Atlanta, GA
   
11:20 Update from HMS Trust Services: DCH and the Georgia Trust Unit 
  William H. Overman, JD, Gainwell Technologies, Tucker, GA
  Lawson Peters, CPA, Gainwell Technologies, Tucker, GA
   
12:20 LUNCH
   
1:05 Acting as Guardian ad Litem
  Dana C. Ashford, JD, The Ashford Law Firm LLC, Decatur, GA
   
1:40 Drafting Considerations to Avoid Litigation
  Brian M. Deutsch, JD, Harrison & Held, LLP, Atlanta, GA
   
2:40 SSI and SSDI
  Anjel F. Burgess, JD, Law Office of Burgess & Christensen, Marietta, GA
   
3:25 Pulling it all Together
  Ruthann P. Lacey, JD
   
3:50 Adjourn
   

Speaker

Ms. Ruthann P. Lacey Related seminars and products

Ruthann P. Lacey, PC

Ms. Devon Amber Orland's Profile

Ms. Devon Amber Orland Related seminars and products

Georgia Advocacy Office Inc

Devon Orland has been the Litigation Director for the Georgia Advocacy Office since 2017.  Prior to accepting this role Devon served as the Senior Assistant Attorney General for the Georgia Office of the Attorney General where she served as Section Leader in the Civil Rights Litigation Section.

Ms. Dana Cubbedge Ashford Related seminars and products

The Ashford Law Firm LLC

Mr. Brian Michael Deutsch Related seminars and products

Harrison & Held LLP

Ms. Anjel Floyd Burgess Related seminars and products

Law Office of Burgess & Christensen

Mr. William H. Overman Related seminars and products

HMS

Peter H. Wayne IV's Profile

Peter H. Wayne IV Related seminars and products

Forge Consulting, LLC

Peter Wayne serves as General Counsel to Advocacy Trust and its affiliated companies, Forge Consulting, LLC and Advocacy Wealth Management (collectively the “Forge Companies”). Peter also serves as a business development officer for Advocacy Trust LLC. Peter originally served as a settlement planner for Forge Consulting, LLC from March 2009 until November 2011 and then returned to the Forge Companies after gaining experience as an estate planning attorney at Wyatt, Tarrant & Combs, LLP, a large regional law firm, and as an administrative and business development officer at Stock Yards Bank & Trust Company, both located in Louisville, Kentucky.

 

Peter’s various responsibilities include: providing general legal counsel to the Forge Companies; assisting Advocacy Trust officers with the administration of trust accounts; assisting Forge Consulting and Advocacy Wealth Management advisors with planning concepts and strategies; and helping executive management with the design, structure, and implementation of policies and procedures necessary to the successful growth of the Forge Companies.

 

Peter was a member of Louisville’s Business First Forty Under 40 in 2016, and while in private practice, was selected as one of Louisville’s “Top Lawyers” in the area of Elder Law by Louisville Magazine in 2014. Peter is a frequent public speaker at local, regional, and national conferences and author of articles about estate planning, business succession, and elder law and special needs planning matters.

 

In addition to his time with the Forge Companies, Peter serves on the Board of Pillar, a non-profit focused on providing support and housing to the disabled community of Kentucky. Peter also previously served as President of the Louisville Bar Association in 2020, and on boards of other non-profits in Kentucky, including Louisville Public Media. Peter spends his free time with his wife, Julia, and two children, Molly and Henry. He also enjoys urban real estate development, music, attending concerts, listening to WFPK, WFPL and WUOL, watching college football, and running.

 

https://www.advocacytrust.com/the-team/peter-wayne

Lawson Peters Related seminars and products

Gainwell Technologies

Dana Lloyd's Profile

Dana Lloyd Related seminars and products

Georgia Advocacy Office

Location

State Bar of Georgia

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104 Marietta St. NW, 3rd Floor, Atlanta, Georgia 30303, United States
(404) 527-8700
www.gabar.org

Important Information

Please be advised that your credit will not be reported to the State Bar of Georgia CLE Regulation Department until after you have completed the steps necessary to earn credit for that program. 

Self reporting is required for all other jurisdictions.

The information presented is solely for educational purposes. The opinions expressed by the faculty in their materials and presentations are their own and do not necessarily reflect the opinions of the State Bar of Georgia, its officers, directors and/or employees. The faculty is not engaged in rendering legal or other professional advice and these presentations and publications are not a substitute for the advice of an attorney. All publications and presentations were created to serve the continuing legal education needs of practicing attorneys.

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