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7th Annual Special Needs Institute – Online On-Demand Sessions
Select from a variety of individual sessions all originally presented at the IICLE® 7th Annual Special Needs Institute. Featuring a range of topics such as special needs trust drafting, government benefit and waiver programs, and housing. These programs are available for immediate purchase and viewing online on-demand at your convenience. Alternatively, you can purchase and view the entire program by clicking here.
Housing Opportunity Through Modernization Act
P9016-23R-09
The Housing Opportunity Through Modernization Act of 2016 (HOTMA) has important implications for special needs trusts, which are explored thoroughly in this presentation. Originally presented as part of the 7th Annual Special Needs Institute.
$60.00
Process for Trust Decanting, Merger and Terminations
P9016-23R-08
Decanting, merging, and terminating special needs trusts involve many important considerations to ensure that the process avoids any adverse impact on the trusts and your clients. Originally presented as part of the 7th Annual Special Needs Institute.
$60.00
Tax Considerations: SECURE Act, Qualified Disability Trusts, Tax Filings
P9016-23R-07
Tax frameworks for special needs trusts are constantly changing. Stay on top of the new changes in the SECURE Act, qualified disability trusts, and tax filings generally. Originally presented as part of the 7th Annual Special Needs Institute.
$60.00
Trust Administration Issues, Including Selecting the Trustee, Designated Rep, Trust Protector, Etc.
P9016-23R-06
The administration of special needs trusts requires thorough evaluation of those involved in their upkeep, including trustees, designated representatives, trust protectors, and more. Originally presented as part of the 7th Annual Special Needs Institute.
$60.00