Long Term Medical Needs: Complimentary CLE Seminar
Occupational Assessment Services will present a complimentary CLE dinner seminar titled “Documenting Long Term Medical Needs through a Life Care Plan and Establishing a Special Needs Trust.”
The event, which includes two hours of Texas CLE credit, will be in three Texas cities:
- Sept. 8, Tuesday | Belo Mansion, 2101 Ross Ave., Dallas, TX | 6-9 p.m.
- Sept. 9, Wednesday | Tony’s Houston, 3755 Richmond Ave., Houston, TX | 6-9 p.m.
- Sept. 10, Thursday | InterContinental, 701 Congress Ave., Austin, TX | 6-9 p.m.
Presenters will be Edmond Provder, Vocational Expert and Life Care Planner and Suzanne R. Gaidoo, Esq.
They will cover such topics as:
• Determine the worth of a case
• Understand when a PI case warrants a Life Care Plan
• Understand how a Life Care Plan is used by the trustee of a Special Needs Trust
• Understand using information from a Life Care Plan to establish a special needs trust
• Move toward settlement — Prepare the case for trial
