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Special Needs Planning Guide
Topic
Estate Planning
Program ID
337124
Hours
1
Format
Live / Conference Session
Complexity
Overview
Description
"Overview of Special Needs Trusts – Learn how Special Needs Trusts protect assets while preserving eligibility for government benefits like SSI and Medicaid.
Government Benefit Eligibility – Understand key eligibility requirements for public benefits and how financial planning impacts a client’s access to these resources.
Funding Strategies for Special Needs Trusts – Explore various funding options, including life insurance, structured settlements, and retirement accounts, to ensure long-term financial security.
Common Mistakes and How to Avoid Them – Identify pitfalls such as improper beneficiary designations and direct inheritances that could jeopardize a client’s financial future.
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Learning Objectives
"Improved Understanding of Special Needs Trusts – Attendees will be able to explain the purpose and benefits of Special Needs Trusts and how they protect a client’s eligibility for government assistance.
Enhanced Financial Planning Strategies – Financial planners will gain practical strategies for funding Special Needs Trusts and structuring assets to provide long-term financial security for clients with disabilities.
Stronger Collaboration with Estate Planning Attorneys – Attendees will learn how to effectively partner with legal professionals to create comprehensive plans that address both financial and legal considerations for special needs clients."