Special Needs Planning | Fall 2025

2:00 p.m. – 2:05 p.m.

Welcome and Introduction

2:05 p.m.– 3:00 p.m.

In this program, Bernie and Joel Krooks will explore the critical importance of special needs planning and the profound impact it can have on individuals and their families. Topics will include:

• Means-Tested Government Programs:

A discussion of key government benefits such as Medicaid and Supplemental Security Income (SSI) that have means-testing requirements, and how planning can protect eligibility.

• Types of Special Needs Trusts:

An overview of first-party, third-party, and pooled trusts, and when each type is appropriate.

• Family Considerations:

Insight into how thoughtful planning can provide long-term financial security and peace of mind for families supporting a loved one with special needs.

Speakers: 

Bernard A. Krooks, Esq. and Joel Krooks, Esq.

Littman Krooks LLP

Rye Brook, NY

1.0 Credit in Areas of Professional Practice