Special Needs Trusts CLE

The National Constitution Center is sponsoring a live audio conference on January 30, 2008 entitled Keys to Effectively Administer Special Needs Trusts.

Here is a summary of the program:

Failing to properly administer a Special Needs Trust can result in the loss of important public benefits such as SSI and Medicaid. This can lead to legal pitfalls and a loss of trust assets for your client. How should you properly draft and administer a special needs trust to best fit your client’s individual needs? Join us for this 60-minute audio program where you will discover:

• Identifying & Preserving Public Benefits for Your Client
• Managing Special Trust Assets: Real Estate & Other Property
• Balancing Client Expectations and Trustee Limitations
• Preparing and Planning a Budget to Protect your Clients
• Changes and Trends in Special Needs Trusts you Need to Know