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Structuring Special Needs Trusts

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National Business Institute
May 3, 2018

Please click here for more information or to register.

PROGRAM DESCRIPTION

How to Help Clients Plan for Beneficiaries With Special Needs

Do you know when and how to use supplemental needs trusts? This practical legal guide will provide you with the specialized tools and know-how required to provide special needs beneficiaries with financial structure and stability. Learn how to structure SNTs to their fullest benefit. Hone your skills - register today!

WHO SHOULD ATTEND

This legal briefing offers a simple guide to supplemental needs trusts that will benefit attorneys. It can also benefit accountants, trust officers, estate planners, and paralegals.

COURSE CONTENT

  1. How to Choose the Right SNT Type/Structure
  2. Clarifying the Beneficiary's Future Needs
  3. Protecting Public Benefits Eligibility
  4. Choosing the Trustee, Co-Trustees and/or Successor Trustees (Ensuring Proper Care for the Disabled Beneficiary's Needs)
  5. Outlining Qualified Expenses
  6. Building Flexibility into the Trust Language
  7. Planning for Key Tax Considerations
  8. Relationship Between Guardianship and SNT
  9. Funding the Trust
  10. Is an ABLE Account an Option?

CREDITS

Approved for 1.8 NJ/1.5 PA CLE

TIME

1:00 p.m. - 2:30 p.m. Eastern

LOCATION

Teleconference

SPEAKERS

Practice Areas