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About This Webinar

Special Needs Trusts (SNT) require planning considerations for both the settlor and the beneficiary. This class will discuss the differences in first-party and third-party SNT, the tax implications for both, and the advantages and disadvantages regarding government benefits. Additionally, this class will cover what the SNT may or may not be used for. Finally, this class will briefly discuss the tax return filing requirements for SNTs.

Learning Objectives:
- To understand differences in first-party and third-party Special Needs Trusts
- To understand implications of different types of SNTs in terms of taxes and government benefits
- To discuss SNT tax filing requirements

Participants earn up to 1.0 CE/CPE credits.

Field of Study: Federal Tax Law Topics / Taxes

Pre-Requisites: None

Who Should Attend: CPAs, EAs, and other Tax Professionals

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

IRS Program Number: QSRNU-T-00671-24-O

Registration Fees

Individual Webinar
Members: $25 / Non-Members: $45*

Bundle Discount for All 6 Webinars
$100 for members / $200 for non-members

*Join VASEA for $90 and enjoy member rates at events all year long.

Member Discount Eligibility

Member pricing applies to NAEA and VASEA Members, Associates, and current VASEA Annual CE Pass holders, and their staff. Staff are only eligible for VASEA member rates if registration is paid for by a VASEA Member, Associate or current CE passholder.

Group discounts at education functions are given to multiple attendees from a single firm when there is one payment for all registrations: 3‐5 attendees = 5% each; 6‐10 = 10%; 11 or more = 15%.

Phone or Email Registration Options

There is a $25 additional fee for registrations taken over the phone or via email.

Refund Policy

Refunds will be honored if written notification is received at the Administrative Office fourteen days prior to event. A processing fee of $25 will be deducted from the refund. Cancellations within 14 days of the event will not be accepted. Substitutions are always allowed for in-person registration. Substitutions are only allowed for webinar registrations if received 48-hours prior to the start of the webinar. “No Shows” forfeit their fees.


VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.

Complaint Resolution Policy

For more information regarding refund, cancellation and complaint policies, please contact VASEA at admin@vasea.org


Contact VASEA at admin@vasea.org

When: Tuesday, August 6, 2024 · 12:00 p.m. · Eastern Time (US & Canada)
Duration: 1 hour
Language: English
Who can attend? Everyone
Ticket Price: $45.00
Dial-in available? (listen only): No
Featured Presenters
Webinar hosting presenter
Attorney at Law
Melissa completed 16 years of active-duty service in the U.S. Army as a logistician, with deployments to Afghanistan, Iraq, and the Horn of Africa. She left active-duty service in 2015, joining the Virginia National Guard and attending the University of Richmond School of Law, graduating in 2018. Melissa focused heavily on transactional and tax while in law school, completing her thesis in Tax Policy on state and local taxes. Shortly after graduating, she deployed to Iraq with the Virginia National Guard. Melissa returned in late 2019 and passed the Virginia and Maryland Bar exams in 2020. In 2021, she attended the U.S. Army Judge Advocate Basic Course in Charlottesville, Virginia, becoming a Judge Advocate in the Virginia National Guard. Melissa then deployed with the 116th Infantry Brigade Combat Team to Kosovo, serving as the operational law attorney and legal assistance attorney. Melissa was also responsible for providing opinions on contract and fiscal law and ethics matters. Upon her return, Melissa revamped the Virginia National Guard estate planning services, providing improved legal services for the state’s 8,500 Soldiers.

Melissa began her own practice in Fredericksburg, VA, with the goal of helping local business owners, provide sound advice for real estate matters, and offer estate planning to the community.

Melissa has lived in Fredericksburg, Virginia since 2009. She is married with two sons and enjoys horseback riding, learning to play the violin, crocheting, and of course, spending time with her family.

University of Maryland University College – B.S. Political Science, Cum Laude
University of Richmond School of Law – Juris Doctor

Licensed in Virginia and Maryland since 2020.

Fredericksburg Bar Association
Veterans of Foreign Wars
U.S. Army Quartermaster Association