The Legalities that Special Needs Planners Should Be Aware Of - A Mix of Legal Topics Surrounding Trusts

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Includes a Live Web Event on 09/15/2026 at 11:00 AM (MDT)

Brought to you by the Special Needs Planning Community, join guest speaker Steven Rubin for a sesssion on elder law special needs estate planning.

Competency Level: Foundational
FPA Competency: Critical Thinking, Client Care & Communication
CFP Board Topic: Estate Planning
CFP Board CE Credit Hours: 0

Steven Rubin

Steven Rubin

Attorney

Attorney Steven L. Rubin has earned the distinction of Certified Elder Law Attorney from the National Elder Law Foundation. He has been in training for his dream job as an attorney, since he was 5 years old. His trustworthy, shoot-from-the-hip, “pull no punches” approach is appreciated by clients. Most of his passion stems from the fact that Steve knows what it’s like to sit on the other side of the desk.

While Steve was in law school, his mother was diagnosed with ALS and given less than a year to live. He was thrust into a number of roles that his clients often find themselves in — caregiver, advocate, provider, and concerned loved one.

While his mom lost her battle to ALS, Steve vowed never to give up the fight. He finished Widener University School of Law and has dedicated his career to helping his clients deal with tough issues — such as death, incapacity, disability, special needs, social security, asset protection, litigation and taxes – and providing that assistance in the best and least stressful way possible

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The Legalities that Special Needs Planners Should Be Aware Of - A Mix of Legal Topics Surrounding Trusts
09/15/2026 at 11:00 AM (MDT)  |  60 minutes
09/15/2026 at 11:00 AM (MDT)  |  60 minutes Join guest speaker Steven Rubin for a sesssion on elder law special needs estate planning.
Course Evaluation
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Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available