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 participants with the opportunity to deepen their skillset and ensure their clients have the best possible service providers.

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.

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.