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Special Needs Trusts: New Rules and Planning Strategies

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National Business Institute
April 30, 2018

Please click here for more information or to register.

PROGRAM DESCRIPTION

Help Your Clients Weigh ALL Their Disability Savings Options

The recent ABLE Act and proposed federal legislation on improving special needs trusts have changed financial planning for disabled clients, with new options potentially offering clients better outcomes with less complexity. Can you determine how ABLE accounts stack up against SNTs and when to use them? Do you have the latest information on benefits eligibility and how it interplays with financial planning for disability? This timely legal course will give you the skills and knowledge to pick the right tool for your clients and execute it impeccably. Register today!

WHO SHOULD ATTEND

This timely guide to SNTs is designed for attorneys. It will also benefit trust officers, accountants, estate planners, wealth managers, disability professionals, and paralegals.

COURSE CONTENT

  1. Special Needs Trusts Legislative and Regulatory Update
  2. Strategic Use of the New ABLE Act Special Needs Savings Accounts
  3. Special Needs Trusts (SNTs) Construction: New Challenges and Opportunities
  4. Preserving Benefits Eligibility and Accounting for Medicaid Estate Recovery Rights
  5. SNT Tax Updates and Strategies
  6. Legal Ethics of Disability Practice

CREDITS

Approved for 7.2 NJ/6.0 PA CLE

TIME

10:00 a.m. - 5:00 p.m. Eastern

LOCATION

Video Webinar

SPEAKERS