Special needs planning is not just a third party and/or a first party special needs trust. It is not just estate planning. In this session, you will learn the basics of drafting a special needs trust, including suggestions for helpful additional provisions to include. You’ll also learn how to effectively prepare for and conduct the initial consultation, including 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: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard