800-252-8062

Text Size:
You have no items in your shopping cart.
 

Basic First Person Special Needs Trusts Drafting

Understand when should you use a (d)(4)(A) first party special needs trust versus using a third party SNT or a pooled first party SNT or an ABLE Account. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.
  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-04
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Description

Recorded: February 12, 2019

Basic First Person Special Needs Trusts Drafting
When should you use a (d)(4)(A) first party special needs trust versus using a third party SNT or a pooled first party SNT or an ABLE Account? Understand the elements that must be included in a (d)(4)(A) first party trust, and learn best practices for the drafting process. SAMPLE FORMS PROVIDED.
Benjamin Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard

Materials

This product does not contain any materials.

e-learn
$59.00 or 0.75 credits

Customers who bought this item also bought
  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-03
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Basic Third Person Special Needs Trusts Drafting Category: Estate Planning & Probate, Trusts, Online Content, Programs, Special Needs & Disability

Learn everything you need to know about drafting third party special needs trusts. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

View
  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.5 Other PR
  • Product ID: P1901-19E-01
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Basic Overview of Special Needs Planning and Best Practices for Connecting with Special Needs Clients Category: Estate Planning & Probate, Trusts, Online Content, Programs, Special Needs & Disability

Learn about topics such as spenddown and the ABLE Act, also learn about the unique challenges of representing special needs clients and their families. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

View
  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: P1816-18E-01
  • Original Program Date: 11/14/2018
  • Formats:
    • e-learn

Initial Steps in Advising the Family - Estate Administration Category: Estate Planning & Probate, Ethics & Professional Responsibility, Online Content, Programs

Get a practical overview of the estate administration process with a checklist approach. Originally presented as part of Effective Estate Administration, available in its entirety as P1816-18U.

View

Subscribe to FLASHPOINTSFree monthly e-updates in 15 practice areas.