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
Expires: 6/1/2023
Faculty:
Michael J. Drabant, Wilson & Wilson Estate Planning & Elder Law, LLC