Courses
Special Needs Trusts
Special Needs Trusts are an area of growing client and industry concern. Clients in this area will need guidance from their professional financial advisors.
This program is designed to provide participants with the opportunity to deepen their skillset and provide tips and techniques to enrich their practice. We will discuss planning for individuals living with special needs, letters of intent, technical trust concepts for trust administration, including ABLE accounts, and taxation of first—and third-party special needs trusts.
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- Available settings
- On-Campus, Nashville, TN
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- School
- Personal Trust
Participants will gain insight into providing high-quality care for affected beneficiaries while preserving opportunities to benefit from government programs that may provide superior long-term protection.
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.
Areas of Study Include: Introduction to Special Needs Trusts, Types and Definitions, Taxation Issues and Planning, Guardianship, Social Security, Medicare, and Medicaid, and Special Concerns for Special Beneficiaries
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