What Every Estate and Financial Planning Professional Should Know About Special Needs Planning

Date: Tuesday, February 13, 2024
Time: 11:45am - 1:00pm
Location: Tompkins County Public Library - BorgWarner Room
Speaker: Tara Anne Pleat, Esq.


What Every Estate and Financial Planning Professional Should KnowAbout Special Needs Planning

This program will discuss the tools we use to plan for access and continued eligibility to the means tested government benefits. Specifically, there will be a discussion of means tested government benefits and their importance, First Party Special Needs Trusts, Third Party Supplemental Needs Trusts, Pooled Trusts, and ABLE Accounts. We will discuss drafting for flexibility and recommendations to fiduciaries for managing these arrangements in a complex, strained and ever-changing service delivery system.


Tara Anne Pleat, Esq., CELA*, practices law in upstate New York in the Saratoga/Adirondack region. She practices in the areas of special needs estate planning and administration, traditional estate planning and administration, long-term care planning, and elder law.

Tara is a past Chair of the Elder Law and Special Needs Section of the New York State Bar Association. She is currently Treasurer of the Trusts and Estates Law Section.  She is a member of the Special Needs Alliance, where she is President-Elect  of the Board of Directors. She is also a Member of the Academy of Special Needs Planners and the National Academy of Elder Law Attorneys. She currently serves on the Board of Directors of New York NAELA. She is a Past President of the Board of Directors of the Estate Planning Council of Eastern New York.

In March of 2016, Tara was elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC) where she now serves as the Upstate New York Chair and the Chair of the Mid-Atlantic Region.  

Tara has been an adjunct professor of law at Albany Law School for the last ten years, where she teaches a survey course on Special Needs and Long Term Care Planning.

She is a co-author of the Lexis-Nexis Publication, New York Elder Law.

*This certification is not granted by any governmental authority within the State of New York.

Tara Anne Pleat, Esq.
5 Emma Lane
Clifton Park, NY 12065

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