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Public Benefits and Special Needs Trusts

Live webcast on 6/25/2025 at Noon
Everyone knows that Special Needs Trust protect assets from being counted for public benefits eligibility, but which public benefits are doing the counting and how are they counting? The eligibility rules for each program are different and can feel like an endless wormhole to practitioners. End the confusion and learn the basics of eligibility for Medicaid, Medicare, SSI, SSDI, HUD, Link, and PASS. Understanding the eligibility rules for these programs will enable you to advise your clients on whether a special needs trust is right for them or a loved one.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9016-25L-02
$70.00
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Live Webcast on Wednesday, June 25, 2025 from 12:00 - 1:00 PM

Public Benefits and Special Needs Trusts
Everyone knows that Special Needs Trust protect assets from being counted for public benefits eligibility, but which public benefits are doing the counting and how are they counting?  The eligibility rules for each program are different and can feel like an endless wormhole to practitioners.  End the confusion and learn the basics of eligibility for Medicaid, Medicare, SSI, SSDI, HUD, Link, and PASS.  Understanding the eligibility rules for these programs will enable you to advise your clients on whether a special needs trust is right for them or a loved one.

Wendy S. Cappelletto, Office of the Public Guardian of Cook County, Chicago
Sheri L. Willard,  Hahn Loeser & Parks LLP, Chicago

Stay tuned for further details on our next topic in the Special Needs Planning Webcast Series!


Sponsored By

Life's Plan Sponsor

Live Webcast on Wednesday, June 25, 2025 from 12:00 - 1:00 PM

Public Benefits and Special Needs Trusts
Everyone knows that Special Needs Trust protect assets from being counted for public benefits eligibility, but which public benefits are doing the counting and how are they counting?  The eligibility rules for each program are different and can feel like an endless wormhole to practitioners.  End the confusion and learn the basics of eligibility for Medicaid, Medicare, SSI, SSDI, HUD, Link, and PASS.  Understanding the eligibility rules for these programs will enable you to advise your clients on whether a special needs trust is right for them or a loved one.

Wendy S. Cappelletto, Office of the Public Guardian of Cook County, Chicago
Sheri L. Willard,  Hahn Loeser & Parks LLP, Chicago

Stay tuned for further details on our next topic in the Special Needs Planning Webcast Series!


Sponsored By

Life's Plan Sponsor

Products specifications
Program Date6/25/2025
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