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Special Needs Trusts 101: The Fundamentals of Special Needs Planning

Learn basic concepts of special needs planning including the following: Differences between first party and third-party special needs trusts, when special needs planning is appropriate, practical drafting tips, potential pitfalls, and how to handle unexpected inheritances. There is also a brief overview of Social Security’s Program Operations Manual System (POMS).
Credits: 1.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: H8112-21E
$80.00 or 1.25 credits
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Expires: 6/1/2023

Faculty:

Michael J. Drabant, Wilson & Wilson Estate Planning & Elder Law, LLC

Expires: 6/1/2023

Faculty:

Michael J. Drabant, Wilson & Wilson Estate Planning & Elder Law, LLC

Products specifications
Program Date3/12/2021
Products specifications
Program Date3/12/2021
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