Overview of Special Needs Planning Basics 2023

Special needs planning is not just a third party and/or a first party special needs trust. It is not just estate planning, not just guardianship and alternatives to guardianship. In this session, you will 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, Letters of Intent, etc. Originally presented as part of the 7th Annual Special Needs Institute.

Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P9016-23R-01

$30.00 or 0.50 credits

Qty: decrease increase

Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard

Expires 11/1/2025

Overview

Brian Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard

Expires 11/1/2025

Customers who bought this item also bought

Drafting 3rd Party Special Needs Trusts

P9016-23R-04

A thorough knowledge of 3rd party trust drafting essentials ensures that your clients establish the support their special needs family members require. Originally presented as part of the 7th Annual Special Needs Institute.

$45.00

Drafting 1st Party Special Needs Trusts

P9016-23R-05

A thorough knowledge of 1st party trust drafting essentials ensures that your clients establish the support their special needs family members require. Originally presented as part of the 7th Annual Special Needs Institute.

$30.00

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