Special needs planning is not just a third-party or a first-party special needs trust. It is not just estate planning. In this session, learn basics of drafting and get suggestions for helpful additional provisions to include in special needs trusts. Understand how to effectively prepare for and conduct the initial consultation. We will also discuss topics you should cover, in addition to estate planning, such as the who, what, why, where and how of accessing the Illinois “maze” of services for individuals with special needs.
Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard, Program Moderator
Originally presented as part of the 4th Annual Special Needs Institute, available in its entirety as P9016-20U.