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Advanced Planning Strategies for Special Needs Trusts

By Gerry W. Beyer

CLE

The National Constitution Center is sponsoring a 60-minute audio conference and CLE entitled Special Needs Trusts-Advanced Strategies to Secure Public Benefits on April 21, 2010.

A summary of the program is below:

Administering Special Needs Trusts is a difficult task when faced with the challenge of securing essential public benefits on an individual client basis. Adhering to the proper guidelines is crucial to preserve long-term benefits and trust assets. How can you implement advanced administration strategies to get the most for every client? Join us for this 60-minute audio program where you will discover: 

  • Public Benefits Specifics: How to Preserve Benefits for Your Client
  • Advanced SNT Administration-Current Changes that Impact the Trust 
  • Drafting Special Needs Trust Documents: Rules & Provisions 
  • Keys to Meeting the Individual Financial Needs of the Beneficiary

Posted in:
Conferences & CLE, Disability Planning - Health Care and Disability Planning - Property Management