Special Needs Trusts: Planning and Administration Fundamentals

Understand multiple special needs trust options and how they can work together for your client’s specific needs.

This presentation provides insights into the legal aspects of Special Needs Trusts. Attendees will gain an understanding of the relevant laws, government programs that may apply to their clients, and the various trust options available. The session will also cover the intricacies of tailoring trusts to suit individual client requirements, along with exploring available funds or investment opportunities available. Additionally, participants will be equipped with the knowledge and tools necessary to effectively navigate the complexities of Special Needs Trusts and offer personalized solutions to their clients.

Learning Objectives

• You will be able to review the law underlying the need for special needs trusts.
• You will be able to explain how special need trusts work and how to tailor them to your client’s particular needs.
• You will be able to describe first-party trusts and third-party trusts.
• You will be able to discuss an ABLE account verses a special needs trust.