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What's So Special About Special Needs Planning: Planning with Special Needs Trusts

Topic

Estate Planning

Program ID

271765

Hours

3

Format

Live / Live Webinar

Complexity

Intermediate

Description

Often referred to as Supplemental Needs Trust, this trusts allows a beneficiary to use property that is held in trust without jeopardizing benefits.

Learning Objectives

Attendees will learn how to property use and fund a special needs trust as there are very strict requirements around these types of trusts for clients.