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Evaluating Special Needs Trust Providers

Sponsored by CPT Institute: Understand how to identify clients on benefits that will be jeopardized by accepting settlement, then learn what to look for when selecting an experienced and cost-effective Trustee. This presentation will provide you with tools to better evaluate providers and address common misconceptions in the industry.
Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

Expires: 11/1/2022  
0.75 MCLE

Faculty: Cameron Lindahl, M.S., CPT Institute, California

Sponsored by:


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SKU: P2054-20E
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Expires: 11/1/2022  
0.75 MCLE

Faculty: Cameron Lindahl, M.S., CPT Institute, California

Sponsored by:


Products specifications
Program Date11/10/2020
Products specifications
Program Date11/10/2020
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