Cannon Financial Institute

Special Needs Trusts

Special Needs Trusts are an area of growing client and industry concern. Clients in this area are highly sensitive to the expertise of their financial team. This course provides students with the opportunity to deepen their skill set and ensure their clients have the best possible service providers.

Course offerings are reserved to two times per calendar year and often participation based. Many professionals satisfy Continuing Education and Continuing Legal Education requirements with this course. Rules for CE and CLE approval are time sensitive and vary by designation and state. We encourage early registration in order to allow for ample processing (request for credits may not be available after course completion).

Topics

  • Introduction to Special Needs Trusts
  • Types and Definitions
  • Taxation Issues and Planning
  • Guardianship
  • Social Security, Medicare, Medicaid
  • Special Concerns for Special Beneficiaries

Our strength lies in delivering solutions that achieve your firm’s specific goals and objectives. Contact us today to craft this program to meet your initiative’s timing, budget, and delivery considerations.

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